M3 ADVISORS, LLC
Firm details
- Headquarters
- SAVANNAH, Georgia
- CRD number
- 170248
- Website
- www.m3advisors.net
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
M3 Advisors, LLC is a limited liability company that specializes in providing financial planning services. The firm operates under a fee structure that includes hourly charges and fixed fees, catering to a diverse client base. Although it does not identify as a capital allocator or an active ESG investor, M3 Advisors focuses on delivering tailored financial advice to its clients. The firm does not have a multi-state presence and is not newly formed, indicating a level of stability in its operations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2ANTHONY MARTIN
Principal & OwnerCRD 4303621
TODD MARTIN
Principal & OwnerCRD 4749183
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAVANNAH, GA
CHATHAM
Location
SAVANNAH, GA
Headquartered in SAVANNAH, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.
- Metro area
- Savannah-Hinesville-Statesboro, GA
- Region
- South
- County
- CHATHAM
- Address
- 315 Commercial Dr
- Time zone
- ET (UTC-5)
- Office locations
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