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M3 ADVISORY GROUP, LLC

Tel: (781) 371-2670
60 Kendrick Street
Suite 203
Needham Heights, Massachusetts  02494

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M3 ADVISORY GROUP, LLC

M3 ADVISORY GROUP, LLC is a Needham Heights, Massachusetts based financial advisory firm with nearly $310,000,000 in assets under management and provides investment advisory services for 655 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

156208

SEC#:

801-120905

No. of Clients:

655

Assets under Management

$310,000,000

No. of Advisors:

6

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