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M3 ADVISORY GROUP, LLC

CRD 156208 · SEC 801-120905

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60 KENDRICK STREET, SUITE 203, NEEDHAM HEIGHTS, MA, 02494, United States

Phone

(781) 371-2670

Fax

(781) 371-2690

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$342.0M

Discretionary AUM

$307.0M

Team

6 total employees; 4 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals34$10.0M
High net worth individuals307$296.0M

States served

CA, CO, DC, MA, NH, FL

All web addresses on file

Official SEC filing: View on IAPD