M1 Capital Management LLC

M1 Capital Management LLC (CRD# 158269) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $338,984,145 in 802 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
7 West Square Lake Road, Suite 112, Bloomfield Hills, MI 48302
http://www.m1capitalmanagement.com
By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    802
    ACCOUNTS
  • Average Account Value
    $422,674
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MI, MO, NC, TX, UT, VA

Financial Advisors at M1 Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul Dunbar, financial advisor Bloomfield Hills MI
Paul R. Dunbar
CRD#: 1852737
7 West Square Lake Road, Suite 112, Bloomfield Hills, MI 48302

Paul Dunbar (CRD# 1852737) is an Investment Advisor Representative working at M1 Capital Management LLC in Bloomfield Hills, MI and has over 35 years of experience in the finance industry.

2
Robert Stapleton, financial advisor Bloomfield Hills MI
Robert J. Stapleton
CRD#: 2581113
7 West Square Lake Road, Suite 112, Bloomfield Hills, MI 48302

Robert Stapleton (CRD# 2581113) is an Investment Advisor Representative working at M1 Capital Management LLC in Bloomfield Hills, MI and has over 12 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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