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M3F, INC.

SALT LAKE CITY, UT · CRD 151191 · IAPD ↗ · m3funds.com · 202-246-9200

$778.2MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2025 — M3F, INC. reported RAUM up 25% ($612.2M -> $766.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.