M1 Finance

M1 Finance (CRD# 249787) is a financial advisory firm headquartered in Chicago, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at M1 Finance
Showing 1 - 1 of 1 top financial advisors.
Nicholas N. Dalmaso
CRD#: 2246955
213 West Institute Place Suite 301, Chicago, IL 60610

Nicholas Dalmaso (CRD# 2246955) is an Investment Advisor Representative working at M1 Finance in Chicago, IL and has over 17 years of experience in the finance industry.

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