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M1 Advisory Services LLC

● SEC registered since 2015CRD 249787SEC# 801-106511Chicago, IL
Export (members)
Reg. AUM
—
Employees
17
Accounts
—
Location
Chicago, IL

M1 Advisory Services LLC assets under management

M1 Advisory Services LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2015. It employs 17 people.
www.m1.comView on SEC.gov ↗

M1 Advisory Services LLC owners & executives

4 reported
NameTitleOwnershipSince
Brian Randall Barnes ControlPresident/Ceo10-25%2022
Caleb Charles Matheny ControlSecretary/CfoUnder 5%2022
M1 Holdings Inc. ControlOwnerOver 75%2015
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Frequently asked questions

How many employees does M1 Advisory Services LLC have?

M1 Advisory Services LLC reports 17 employees.

Where is M1 Advisory Services LLC located?

M1 Advisory Services LLC is based in Chicago, IL and has been SEC-registered since 2015.

Does M1 Advisory Services LLC disclose fund performance?

M1 Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 North Lasalle Street, Suite 810, Chicago, IL 60601
Phone312-600-2883
Fax312-600-2883
Office hours9:00-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes