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M Group Investment Advisor, LLC

● SEC registered since 2020CRD 160128SEC# 801-119994
Export (members)
Reg. AUM
$299.6M
Employees
3
Accounts
462
Location
—

M Group Investment Advisor, LLC assets under management

M Group Investment Advisor, LLC is an SEC-registered investment adviser. The firm has been registered since 2020. It reports $299.6 million in regulatory assets under management and employs 3 people.
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M Group Investment Advisor, LLC owners & executives

3 reported
NameTitleOwnershipSince
John Andrew Marcelia ControlCeo/Cco/Managing MemberOver 75%2017
M Group Advisor Holdings Inc ControlCeoOver 75%2015
John Andrew Marcelia ControlPresident/Secretary/TreasurerOver 75%2015

Frequently asked questions

How much does M Group Investment Advisor, LLC manage?

M Group Investment Advisor, LLC reports $299.6 million in regulatory assets under management on its Form ADV.

How many employees does M Group Investment Advisor, LLC have?

M Group Investment Advisor, LLC reports 3 employees.

Does M Group Investment Advisor, LLC disclose fund performance?

M Group Investment Advisor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone541-708-1922
Fax888-473-4147
Office hours9:00a.m. To 4:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$222.5M
Non-discretionary$77.1M
Total (RAUM)$299.6M