M3 Advisory Group, LLC
M3 Advisory Group, LLC (CRD# 156208) is a financial advisory firm headquartered in Needham Heights, MA. They manage $279,000,000 in 563 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management279MILLION
-
Total Number of Accounts563ACCOUNTS
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Average Account Value$495,560
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, DC, FL, MA, NH
Financial Advisors at M3 Advisory Group, LLC
1
John Jeffries (CRD# 1332202) is an Investment Advisor Representative working at M3 Advisory Group, LLC in Needham Heights, MA and has over 17 years of experience in the finance industry.
2
Mark Scionti (CRD# 1425426) is an Investment Advisor Representative working at M3 Advisory Group, LLC in Needham Heights, MA and has over 15 years of experience in the finance industry.
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