M Group
M Group is an SEC-registered mass-market adviser with $343.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns M Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160128, SEC 801-119994, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $343.5M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 448
- CRD
- 160128
- Ownership
- MARCELIA, JOHN, ANDREW; M GROUP ADVISOR HOLDINGS INC
How much AUM does M Group have?
M Group reported $343.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns M Group?
Disclosed owners and executives of M Group include MARCELIA, JOHN, ANDREW, M GROUP ADVISOR HOLDINGS INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.