$343.5M Total AUM
$256.9M Disc. AUM
15.3% 3Y CAGR
2 Employees
448 ADV. Clients
14 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · Empower · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2012
- Office Locations
- 2
Office Locations
11311 S. Sands Road Valleyford WA
-- Winter Garden FL
About M Group
M GROUP provides investment management and strategic wealth planning, building and monitoring goal-based plans designed to be tax-efficient. Services include retirement planning, cash-flow and money management guidance, insurance planning, asset allocation, and charitable giving strategies. Portfolios are primarily ETF-based, and the firm supports clients across retail and institutional relationships, including through an LPL Financial platform.
Team overview
-- AVG AGE
$171.8M AVG AUM / ADVISOR
$766.8K AVG AUM / CLIENT
14.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN ANDREW MARCELIA
Investment Advisor Representative
- CRD
- #4187580
- Ownership
- 75% or more
Available
Available
Available
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E
EDWARD GUY LEEPER
--
- CRD
- #6059764
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,923,885 | $628,176 |
| Non-Discretionary | $86,618,711 | $2,220,993 |
| Total | $343,542,596 | $766,836 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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