M1 FINANCE LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
42
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
281242
Registered since
March 25, 2016

Firm profile

FINTRX

Overview

M1 Finance LLC is organized as a limited liability company and has been SEC-registered since 2016. FINTRX classifies the firm as unclassified and identifies the owner structure as a combination of a domestic entity and an individual. The database does not list M1 Finance as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. Several advisory and business-activity fields are blank in the source, so public-facing detail about the firm’s client types, fee models, and specific advisory services is not provided in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BRIAN BARNES

    CEO & FounderCRD 6546822

Contacts

3 of 41
  • Adriel Ransome

    Senior Compliance AnalystCRD 7272760

  • Hanane Bouchareb

    Strategy and OperationsCRD 7025308

  • Anthony Corgiat

    Operations AnalystCRD 7336411

Unlock 38 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 N La Salle St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth