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M3 Family Office

EST. AUM
$342,000,000

CONTACTS
3

CLIENT ACCOUNTS
671

Firm Details

Metro area Boston
CRD Number 156208
Website m3familyoffice.com
Client types

Overview

The platform offers support to help clients gain and sustain financial control. Its focus is on the careful management of assets, ensuring both their present and future financial well-being. Whether clients are beginning their financial journey, planning for retirement, or considering how to pass their wealth to future generations, the platform is there to support them in achieving their goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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