M1 Finance LLC

Overview

M1 Finance LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2016. The ownership structure is a mix of a domestic corporate entity and an individual. FINTRX classifies the firm as unclassified and identifies it as not acting as a capital allocator. The snapshot provides limited operational detail. It does not populate the firm's client segments, fee models, specific business lines, or advisory specializations. The record also indicates M1 Finance LLC is not an active ESG investor, is not flagged as a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Location & Offices