$633.6K Total AUM
$0 Disc. AUM
-- 3Y CAGR
14 Employees
0 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2015
- Office Locations
- 10
Office Locations
200 North Lasalle Street Suite 810 Chicago IL
-- Aurora CO
-- Chicago IL
About M1 Advisory
M1 Advisory is a Chicago-based RIA with 10 offices. The firm has been operating for 10 years. Managing $633.6K in total assets under management, They custody assets with Apex.
Team overview
28 AVG AGE
-- AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.3 yrs AVG TENURE
14 Employees
0 Advisory Reps
14 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN RANDALL BARNES
Chief Executive Officer, Founder, President
- CRD
- #6546822
- Ownership
- 10% but less than 25%
Available
Available
Available
T
Tealee Marie Hinger
Chief Compliance Officer
- CRD
- #3128513
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
K
Kwami Austin
--
- CRD
- #5042437
Available
Available
Available
M
Matthew Nicklaus Baker
--
- CRD
- #7009910
Available
Available
Available
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $633,573 | $316,787 |
| Total | $633,573 | $316,787 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing