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M GROUP
M GROUP INVESTMENT ADVISOR, LLC
CRD 160128 · SEC 801-119994
CA, United States
Phone
541-708-1922
Fax
888-473-4147
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$343.5M
Discretionary AUM
$256.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 291 | $42.1M |
| High net worth individuals | 95 | $55.4M |
| Pension/profit sharing plans | 62 | $246.0M |
States served
CA, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD