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Home > Retirement Planners > utah > salt lake city > M3F, INC.
M3F, INC.
2070 E 2100 S
Suite 250
Salt Lake City, Utah 84109
Tel: 202-246-9200
About M3F, INC.
M3F, INC, formally registered with the SEC as M3F, INC. The firm was established in 10/08/2009. They have over 1 offices throughout the country.
M3F, INC. is a Salt Lake City, Utah based Financial Planning firm with nearly $612,197,236 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151191 |
| SEC# | 801-70649 |
| Assets Managed by Firm | $612,197,236 |
| No. of Clients | 1 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $612,197,236 |
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