M3 Advisory Group, LLC (Newton)

Name: M3 Advisory Group, LLC
Address: 2227 Washington Street, Newton, MA, 02462
Telephone: 781-371-2670

M3 Advisory Group, LLC is an adviser based in Newton. It manages $80.39 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

M3 Advisory Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

M3 Advisory Group: assets under management

The assets under management (AUM) of M3 Advisory Group, LLC is $80.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $80.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $484.25 thousand each.

M3 Advisory Group has custody of $56.34 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M3 Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newton

The principal office where M3 Advisory Group, LLC performs its advisory services is located at 2227 Washington Street, Newton, MA 02462, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-371-2670 or by fax 781-371-2690. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.m3ag.com.

M3 Advisory Group, LLC (Newton)

M3 Advisory Group: assets under management

Fees & Commissions

Based in Newton

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