Investment Adviser

M1 Advisory - Investment Advisers

Legal name: M1 Advisory Services LLC

Investment Adviser headquartered in Chicago, Illinois · Invest

About M1 Advisory

M1 Advisory, whose legal name is M1 Advisory Services LLC, is an investment adviser headquartered in Chicago, Illinois. It is registered with the U.S. Securities and Exchange Commission and reports about $633.57 thousand in regulatory assets under management and 14 employees. The firm is one of the investment advisers in Illinois in this directory, and it is also listed among the US investment advisers nationally. The firm is a wholly owned affiliate of M1 Holdings Inc., a technology company whose other affiliates include M1 Finance LLC. M1 Finance LLC is a separate legal entity that provides brokerage products and services and is a member of FINRA and SIPC. Clients who receive advisory services from this firm must also hold brokerage accounts with M1 Finance LLC. Information about the firm's fees, services, and conflicts of interest is provided in its Form ADV Part 2A and Form CRS, which the firm directs readers to for details.

Key Facts

Assets Under Management
$633.57K
Employees
14
SEC File Number
801-106511

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