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M3 ADVISORY GROUP, LLC

SEC Form ADV profile.

Total regulatory AUM
$342,000,000
Discretionary
$307,000,000
Non-discretionary
$35,000,000

Firm details

CRD number
156208
SEC file number
801-120905
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.