Unclaimed Profile

Paul Reed Dunbar

M1 CAPITAL MANAGEMENT·BLOOMFIELD HILLS, Michigan

SIE, Series 7, Series 63, Series 65, Series 99TOClean record19 years registeredM1 CAPITAL MANAGEMENT

7 WEST SQUARE LAKE ROAD, SUITE 112, BLOOMFIELD HILLS, MI 48302CRD# 1852737Firm CRD# 158269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Reed Dunbar · BLOOMFIELD HILLS, MI

Registration

CRD #1852737 · M1 CAPITAL MANAGEMENT · 19 years registered

Brand Profile

Not yet started

Career History

M1 CAPITAL MANAGEMENT LLC

Sep 2011 – present

THINKORSWIM ADVISORS, INC.

Apr 2007 – Sep 2011

BLOOMFIELD HILLS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · April 30, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M1 CAPITAL MANAGEMENT

CRD 158269 · SEC 801-72578

AUM

$339M

Regulatory assets under management

Employees

802 client accounts

Services offered by M1 CAPITAL MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at M1 CAPITAL MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Paul Reed Dunbar offer?

Paul Reed Dunbar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Paul Reed Dunbar's credentials?

Paul Reed Dunbar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Reed Dunbar located?

Paul Reed Dunbar is based in BLOOMFIELD HILLS, Michigan, working with M1 CAPITAL MANAGEMENT. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Paul Reed Dunbar charge for services?

Paul Reed Dunbar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M1 CAPITAL MANAGEMENT?

M1 CAPITAL MANAGEMENT has approximately 11 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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