M Group Investment Advisor, LLC

M Group Investment Advisor, LLC (CRD# 160128) is a financial advisory firm headquartered in Medford, OR. They manage $31,616,371 in 141 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $224,230
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, UT, WA

Financial Advisors at M Group Investment Advisor, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John A. Marcelia
CRD#: 4187580
401 Crater Lake Ave., Suite 5, Medford, OR 97504
93
Wealthminder
score

John Marcelia (CRD# 4187580) is an Investment Advisor Representative working at M Group Investment Advisor, LLC in Medford, OR and has over 17 years of experience in the finance industry.

2
David F. Cuttrell
CRD#: 6172806
401 Crater Lake Ave., Suite 5, Medford, OR 97504
90
Wealthminder
score

David Cuttrell (CRD# 6172806) is an Investment Advisor Representative working at M Group Investment Advisor, LLC in Medford, OR and has over 4 years of experience in the finance industry.

3
Edward G. Leeper
CRD#: 6059764
Edgewood, WA
90
Wealthminder
score

Edward Leeper (CRD# 6059764) is an Investment Advisor Representative working at M Group Investment Advisor, LLC in Edgewood, WA and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.