M Group

M Group (CRD# 160128) is a financial advisory firm headquartered in , . They manage $256,172,304 in 396 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
http://www.planwithm.com
By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $646,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, OR, TX, WA

Financial Advisors at M Group
Showing 1 - 3 of 3 top financial advisors.
1
David Cuttrell, financial advisor Winter Garden FL
David F. Cuttrell
CRD#: 6172806
Winter Garden, FL

David Cuttrell (CRD# 6172806) is an Investment Advisor Representative working at M Group in Winter Garden, FL and has over 10 years of experience in the finance industry.

2
Edward Leeper, financial advisor Valleyford WA
Edward G. Leeper
CRD#: 6059764
11311 S. Sands Road, Valleyford, WA 99036

Edward Leeper (CRD# 6059764) is an Investment Advisor Representative working at M Group in Valleyford, WA and has over 12 years of experience in the finance industry.

3
John Marcelia, financial advisor Winter Garden FL
John A. Marcelia
CRD#: 4187580
Winter Garden, FL

John Marcelia (CRD# 4187580) is an Investment Advisor Representative working at M Group in Winter Garden, FL and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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