M3 ADVISORY GROUP, LLC
CRD #156208 SEC #801-120905 NEEDHAM HEIGHTS, MA (781) 371-2670
SEC Registered
Total AUM
$310M
Discretionary
$280M
Employees
5
Clients
11
Accounts
655
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $310M | $280M | $30M | 5 | 0 |
| Nov 2025 | $310M | $280M | $30M | 5 | 0 |
| Oct 2025 | $310M | $280M | $30M | 6 | 0 |
| Jan 2025 | $310M | $280M | $30M | 6 | 0 |
| Sep 2024 | $279M | $235M | $44M | 8 | 0 |
| Apr 2024 | $279M | $235M | $44M | 8 | 0 |
| Feb 2024 | $279M | $235M | $44M | 8 | 0 |
| Aug 2023 | $213M | $171M | $42M | 5 | 0 |
| Feb 2023 | $213M | $171M | $42M | 5 | 0 |
| Apr 2022 | $178M | $135M | $43M | 3 | 0 |
| Mar 2022 | $178M | $135M | $43M | 3 | 0 |
| Nov 2021 | $144M | $144M | $0 | 3 | 0 |
| Nov 2021 | $144M | $144M | $0 | 3 | 0 |
| Mar 2021 | $144M | $144M | $0 | 3 | 0 |
| Sep 2013 | $80.4M | $80.4M | $0 | 3 | 26 |
| Sep 2013 | $80.4M | $80.4M | $0 | 3 | 26 |
| Jul 2013 | $80.4M | $80.4M | $0 | 5 | 26 |
| Jun 2013 | $80.4M | $80.4M | $0 | 5 | 26 |
| Jun 2013 | $80.4M | $80.4M | $0 | 5 | 26 |
| Mar 2013 | $80.4M | $80.4M | $0 | 5 | 26 |
| Jan 2013 | $80.1M | $80.1M | $0 | 5 | 26 |
| Nov 2012 | $80.1M | $80.1M | $0 | 5 | 26 |
| Oct 2012 | $80.1M | $80.1M | $0 | 1 | 26 |
DateDec 2025
Total AUM$310M
Discretionary$280M
Non-Disc.$30M
Employees5
Clients0
DateNov 2025
Total AUM$310M
Discretionary$280M
Non-Disc.$30M
Employees5
Clients0
DateOct 2025
Total AUM$310M
Discretionary$280M
Non-Disc.$30M
Employees6
Clients0
DateJan 2025
Total AUM$310M
Discretionary$280M
Non-Disc.$30M
Employees6
Clients0
DateSep 2024
Total AUM$279M
Discretionary$235M
Non-Disc.$44M
Employees8
Clients0
DateApr 2024
Total AUM$279M
Discretionary$235M
Non-Disc.$44M
Employees8
Clients0
DateFeb 2024
Total AUM$279M
Discretionary$235M
Non-Disc.$44M
Employees8
Clients0
DateAug 2023
Total AUM$213M
Discretionary$171M
Non-Disc.$42M
Employees5
Clients0
DateFeb 2023
Total AUM$213M
Discretionary$171M
Non-Disc.$42M
Employees5
Clients0
DateApr 2022
Total AUM$178M
Discretionary$135M
Non-Disc.$43M
Employees3
Clients0
DateMar 2022
Total AUM$178M
Discretionary$135M
Non-Disc.$43M
Employees3
Clients0
DateNov 2021
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees3
Clients0
DateSep 2013
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees3
Clients26
DateSep 2013
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees3
Clients26
DateJul 2013
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees5
Clients26
DateJun 2013
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees5
Clients26
DateJun 2013
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees5
Clients26
DateJan 2013
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees5
Clients26
DateNov 2012
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees5
Clients26
DateOct 2012
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees1
Clients26