M GROUP
· CRD 160128
SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$343.5m
- Main clients (by assets)Pension plans 72%, High net worth individuals 16%, Individuals 12%
- Website401kfringes.com
- Form ADV · 2026-03-16SEC adviser record
- Kindinstitutions
- Others nearbyMedford, OR
As an employer
- Staff (Form ADV)2 · 2 in investment roles
- Offices in1 country