M3f, Inc.

M3f, Inc. (CRD# 151191) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $170,113,592 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $170,113,592
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

UT

Financial Advisors at M3f, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jason A. Stock
CRD#: 2817051
10 Exchange Place, Suite 510, Salt Lake City, UT 84111
93
Wealthminder
score

Jason Stock (CRD# 2817051) is an Investment Advisor Representative working at M3f, Inc. in Salt Lake City, UT and has over 20 years of experience in the finance industry.

2
William C. Waller
CRD#: 5467541
10 Exchange Place, Suite 510, Salt Lake City, UT 84111
88
Wealthminder
score

William Waller (CRD# 5467541) is an Investment Advisor Representative working at M3f, Inc. in Salt Lake City, UT and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.