M Group Investment Advisor, LLC

M Group Investment Advisor, LLC (CRD# 160128) is a financial advisory firm headquartered in Celebration, FL. They manage $118,119,200 in 159 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $742,888
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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
Edward G. Leeper
CRD#: 6059764
Edgewood, WA
93
Wealthminder
score

Edward Leeper (CRD# 6059764) is an Investment Advisor Representative working at M Group Investment Advisor, LLC in Edgewood, WA and has over 6 years of experience in the finance industry.

2
John A. Marcelia
CRD#: 4187580
1584 Resolute St, Celebration, FL 34747
93
Wealthminder
score

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

3
David F. Cuttrell
CRD#: 6172806
1584 Resolute St, Celebration, FL 34747
90
Wealthminder
score

David Cuttrell (CRD# 6172806) is an Investment Advisor Representative working at M Group Investment Advisor, LLC in Celebration, FL and has over 5 years of experience in the finance industry.

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