M & a Consulting Group, LLC
● SEC registered since 2017CRD 286078SEC# 801-108801Austin, TX
Reg. AUM
$155.4M
Employees
3
Accounts
623
Location
Austin, TX
M & a Consulting Group, LLC assets under management
M & a Consulting Group, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2017. It reports $155.4 million in regulatory assets under management and employs 3 people.
M & a Consulting Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marc Anthony Jimenez Control | Managing Principal / Cco | Over 75% | 2016 |
Frequently asked questions
How much does M & a Consulting Group, LLC manage?
M & a Consulting Group, LLC reports $155.4 million in regulatory assets under management on its Form ADV.
How many employees does M & a Consulting Group, LLC have?
M & a Consulting Group, LLC reports 3 employees.
Where is M & a Consulting Group, LLC located?
M & a Consulting Group, LLC is based in Austin, TX and has been SEC-registered since 2017.
Does M & a Consulting Group, LLC disclose fund performance?
M & a Consulting Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 623 W 38th Street, Suite 320, Austin, TX 78705 |
| Phone | 720-575-7775 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155.4M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$155.4Mregulatory AUM
Discretionary $155.4M