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M1 Finance

Headquartered in CHICAGO, IL

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Firm Information

M1 Finance is a Chicago, Illinois-based investment advisor registered with the SEC. The firm manages portfolios for individuals, businesses, and pooled investment vehicles. They do not offer financial planning services or market timing services.

M1 Finance

200 NORTH LASALLE STREET

CHICAGO, IL 60601

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (12)

M1 FINANCE has a total of 12 branch locations across the country.
location

Chicago, IL

location

MIDLOTHIAN, VA

location

Union, KY

location

Greenville, SC

location

Brooklyn, NY

location

CHICAGO, IL

location

Denver, CO

location

Evanston, IL

location

South Boston, MA

location

Port Angeles, WA

location

Woodridge, IL

location

West Chicago, IL

Advisors at M1 Finance

View All 18 Advisors
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Megan J Kuyers

RA

Chicago, IL

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Amanda Elizabeth Caruth

RA

Chicago, IL

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Charlotte Ball

RA

Greenville, SC

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Kevin Joseph Pierce

Chicago, IL

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Unclaimed
Jack Reilly Oricoli

RA

Somerville, MA

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Unclaimed
Lucas Skyler Radice

RA

West Chicago, IL

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Unclaimed
Gabriela Contreras

RA

Chicago, IL

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Sydney wade Frank

RA

Chicago, IL

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Disclosures

There are no public disclosures for M1 Finance.

Frequently Asked Questions (10)

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