$342.0M Total AUM
$307.0M Disc. AUM
-- 3Y CAGR
6 Employees
341 ADV. Clients
15 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-2011
- Office Locations
- 4
Office Locations
60 Kendrick Street Suite 203 Needham Heights MA
ONE Lincoln ST Suite 2900 Boston MA
-- Boston MA
About M3 Advisory Group, LLC
M3 Advisory Group is a fee-only, SEC-registered RIA serving retail and institutional clients. It uses Riskalyze’s Risk Number to quantify risk tolerance and align asset allocation to each client, with a stated emphasis on protecting capital in down markets. Portfolios commonly use ETFs and custody primarily at Fidelity/NFS.
Team overview
60 AVG AGE
$85.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.2 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN DANIEL JEFFRIES
FOUNDER, MANAGING DIRECTOR
- CRD
- #1332202
- Ownership
- 75% or more
Available
Available
Available
N
Nicholas Paul Jeffries
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
Jake Anthony Gigliotti
--
- CRD
- #7992491
Available
Available
Available
A
ANDREW MAZZOLA
--
- CRD
- #7973006
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $307,000,000 | $460,270 |
| Non-Discretionary | $35,000,000 | $8,750,000 |
| Total | $342,000,000 | $509,687 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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