Columbia Pacific Wealth Management
Seattle, Washington
3.4
6 Reviews
M3 Advisory Group, LLC is a small investment advisory firm headquartered in Needham Heights, MA. With a team of five dedicated professionals, they provide comprehensive investment advisory services to their esteemed clientele. Led by experienced registered advisors, John Jeffries and Mark Scionti, the firm boasts a wealth of knowledge and expertise in the financial industry. M3 Advisory Group focuses on managing assets for individuals, delivering exceptional results and maintaining the trust of their clients. They have over 20 individual clients, collectively entrusting the firm with more than $213,000,000 in assets under managem...
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Assets Under Mgmt

$6.69B

Investment Professionals

30

Locations

2

% 401K & Individual

17%

% Discretionary

80%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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