M Group
26yrs
Top 23% by experience in Winter Garden
M Group
Location not listed. Legal name: M Group Investment Advisor, LLC
About the firm
A registered investment advisory firm, with about 3 offices. It manages about $344 million for roughly 386 individual clients. Services include investment management for individuals and small businesses, investment management for businesses and institutions, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$252,737
Assets under management ?$344 million
Individual clients386
Median years of experience20
FoundedNot stated
Services
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at M Group
2Advisors
20Median years of experience
2States with offices
3Offices
Also known as
M Group Investment Advisor, LLC
About M Group
How do I contact M Group?
Call the main office at (541) 708-1922. The main office is at , .
How is M Group paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does M Group offer?
Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at M Group?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.