M3F, Inc
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Overview
M3F, Inc is located at 2070 E 2100 S, Salt Lake City, UT. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. M3F, Inc is not a registered broker-dealer.
M3F, Inc oversees $612.2 million in assets under management across 1 account, which is discretionary. The services offered include portfolio management for pooled investment vehicles. The firm caters to pooled investment vehicles, with pooled investment vehicles being the largest client type by accounts. The fee structure at M3F, Inc includes asset-based and performance-based fees.
M3F, Inc is registered in the state of Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
M3F, Inc by the Numbers
$612.2 million
5
1
$612.2 million
Fee Structure
A financial advisor's fees usually vary depending on the services provided. Fees billed by M3F, Inc likely include some blend of the following fee structures: asset-based or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. M3F, Inc's biggest client type by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at M3F, Inc
Salt Lake City, UT
Salt Lake City, UT
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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