M3f, Inc.

M3f, Inc. (CRD# 151191) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $612,197,236 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2070 E 2100 S, Suite 250, Salt Lake City, UT 84109
http://www.m3funds.com
By the Numbers
  • Total Assets Under Management
    612
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $612,197,236
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
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 Stock, financial advisor Salt Lake City UT
Jason A. Stock
CRD#: 2817051
2070 E 2100 S, Suite 250, Salt Lake City, UT 84109

Jason Stock (CRD# 2817051) is an Investment Advisor Representative working at M3f, Inc. in Salt Lake City, UT and has over 27 years of experience in the finance industry.

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

William Waller (CRD# 5467541) is an Investment Advisor Representative working at M3f, Inc. in Salt Lake City, UT and has over 9 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.

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