M3 Advisory Group, LLC
● SEC registered since 2021CRD 156208SEC# 801-120905Needham Heights, MA
Reg. AUM
$342M
Employees
6
Accounts
671
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 $342 million in regulatory assets under management and employs 6 people.
M3 Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Daniel Jeffries Control | Founder, Managing Director | Over 75% | 2011 |
| Nicholas Paul Jeffries Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does M3 Advisory Group, LLC manage?
M3 Advisory Group, LLC reports $342 million in regulatory assets under management on its Form ADV.
How many employees does M3 Advisory Group, LLC have?
M3 Advisory Group, LLC reports 6 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
| Address | 60 Kendrick Street, Suite 203, Needham Heights, MA 02494 |
| Phone | (781) 371-2670 |
| Fax | (781) 371-2690 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$342M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$342Mregulatory AUM
Discretionary $307MNon-discretionary $35M