M1 Finance LLC

Overview

M1 Finance LLC is a limited liability company that registered with the SEC in 2016. The firm is listed as an unclassified adviser and is owned by a combination of a domestic entity and an individual. Available filing attributes indicate it does not function as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. The firm's filings also show it is not a pension consultant and is not flagged as a related adviser. The public record provided to FINTRX contains minimal detail about M1 Finance LLC’s client types, fee arrangements, or day-to-day advisory activities. Because those fields are blank in the source data, there is limited visibility into how the firm positions its services or the specific client segments it targets.

Assets & Accounts

Location & Offices