Overview
Assets Under Management: $344 million
High-Net-Worth Clients: 95
Average Client Assets: $0.6 million
Frequently Asked Questions
M GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160128), M GROUP is subject to fiduciary duty under federal law.
M GROUP serves 95 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, M GROUP offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
M GROUP manages $344 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, M GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.14%
Average Client Assets: $0.6 million
Total Client Accounts: 448
Discretionary Accounts: 409
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 160128
Filing ID: 2062490
Last Filing Date: 2026-03-16 09:32:21