M3 ASSET MANAGEMENT, INC.

Overview

M3 Asset Management, Inc. is a small, owner-operated advisory firm that provides portfolio management services to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and operates primarily as an advisor rather than a discretionary manager: its reported assets are non-discretionary. Investment activity shows a clear preference for publicly traded equities as the core exposure, supplemented by mutual funds and selective allocations to external alternative managers. M3 is not positioned as an ESG-focused adviser and it does not operate across multiple states according to available firm descriptors. The business model is typical of a boutique RIA: concentrated client relationships, a high equity weighting in client portfolios, and reliance on third-party managers when the strategy calls for private or hedge fund exposure rather than direct alternative investments.

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Public Holdings

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Location & Offices