M3F, INC.

SALT LAKE CITY, Utah·2 registered advisors·CRD# 151191
SEC# 801-706490202-246-9200
01

Firm Overview

AUM
$612M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at M3F, INC.

2 registered advisors
Jason Allen Stock
SALT LAKE CITY, Utah
William Chester Waller
SALT LAKE CITY, Utah
05

Office Locations

SALT LAKE CITY, Utah
2 advisors

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Data sourced from SEC Form ADV filings. M3F, INC. (CRD# 151191) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.