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M GROUP INVESTMENT ADVISOR, LLC

Doing business as M GROUP. SEC Form ADV profile.

Total regulatory AUM
$343,542,596
Discretionary
$256,923,885
Non-discretionary
$86,618,711

Firm details

CRD number
160128
SEC file number
801-119994
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.