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M3 Advisory Group, LLC

● SEC registered since 2021CRD 156208SEC# 801-120905Needham Heights, MA
Export (members)
Reg. AUM
$310M
Employees
5
Accounts
655
Location
Needham Heights, MA

M3 Advisory Group, LLC assets under management

M3 Advisory Group, LLC is an SEC-registered investment adviser based in Needham Heights, MA. The firm has been registered since 2021. It reports $310 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/m3-advisory-services/aboutView on SEC.gov ↗

M3 Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Daniel Jeffries ControlFounder, Managing DirectorOver 75%2011
Nicholas Paul Jeffries ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does M3 Advisory Group, LLC manage?

M3 Advisory Group, LLC reports $310 million in regulatory assets under management on its Form ADV.

How many employees does M3 Advisory Group, LLC have?

M3 Advisory Group, LLC reports 5 employees.

Where is M3 Advisory Group, LLC located?

M3 Advisory Group, LLC is based in Needham Heights, MA and has been SEC-registered since 2021.

Does M3 Advisory Group, LLC disclose fund performance?

M3 Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address60 Kendrick Street, Suite 203, Needham Heights, MA 02494
Phone(781) 371-2670
Fax(781) 371-2690
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$280M
Non-discretionary$30M
Total (RAUM)$310M