Investment adviser · CRD 249787
M1 ADVISORY
Investment adviser filing (IA)
M1 ADVISORY SERVICES LLC
CHICAGO, IL, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $1.48B Form ADV · Item 5.F
- Client accounts
- 11,400 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 11,400 | $1,480,000,000 | 100.0% |
Filing source
Form ADV 2135508 · Sep 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
200 NORTH LASALLE STREET, SUITE 810CHICAGO, IL, 60601, United States
CRD 249787
Filing source
Form ADV 2135508 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.