M Advisor

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

501 E 15th St Ste 200B, Edmond, Oklahoma...

Phone Number

(405) 513-6415

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About M Advisor

M Advisor specializes in providing customized financial plans for busy medical professionals, particularly physicians. The company aims to help physicians simplify complex financial decisions, allowing them to focus on their patients and families. By aligning financial strategies with personal values and goals, M Advisor empowers clients to make confident financial decisions in a relaxed environment. Their services cater to both employed physicians and those running their own practices, ensuring tailored financial advice that meets individual needs.Explore more
M Advisor's Social MediaPopular SearchesM Advisorm-advisor.comSIC Code 62,628NAICS Code 52,523Show more

M Advisor Org Chart

PhoneEmail
DM
United States flag for contact location.

Registered Representative and Investment Advi...

PhoneEmail
PM
United States flag for contact location.

Co-Founder of M Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

M Advisor

<$5M
1-10
Private
-
-
DM
Derrick MortonRegistered Representative and Investment Advisor
<$5M
11-50
Private
-
2018
LK
Lynn KotysDirector, Operations
<$5M
1-10
Private
-
1998
NW
Nicole WimsattClient Services Specialist
<$5M
1-10
Private
-
-
Adam Bonvenuto, President & Financial Advisor at Bonvenuto Insurance Agency
Adam BonvenutoPresident & Financial Advisor
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2007
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

M Advisor is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

M Advisor is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about M Advisor.

M Advisor Tech Stack

A closer look at the technologies used by M Advisor

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Frequently Asked Questions Regarding M Advisor

What is M Advisor's official website?
M Advisor's official website is www.m-advisor.com
What is M Advisor's Revenue?
M Advisor's revenue is <$5 Million
What is M Advisor's SIC code?
M Advisor's SIC: 62,628
What is M Advisor's NAICS code?
M Advisor's NAICS: 52,523
How many employees does M Advisor have?
M Advisor has 1-10 employees
What industry does M Advisor belong to?
M Advisor is in the industry of: Finance, Securities Trading
What is M Advisor competition?
M Advisor top competitors include: The Pittsburgh Wealth Management Group, Maher Wealth Management, LDW Consulting Group, Bonvenuto Insurance Agency
What technology does M Advisor use?
Some of the popular technologies that M Advisor uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, GoDaddy DNS
How do I contact M Advisor?
M Advisor contact info: Phone number: (405) 513-6415 Website: www.m-advisor.com
What does M Advisor do?

M Advisor specializes in providing customized financial plans for busy medical professionals, particularly physicians. The company aims to help physicians simplify complex financial decisions, allowing them to focus on their patients and families. By aligning financial strategies with personal values and goals, M Advisor empowers clients to make co... nfident financial decisions in a relaxed environment. Their services cater to both employed physicians and those running their own practices, ensuring tailored financial advice that meets individual needs.Read More

What are M Advisor social media links?
M Advisor Facebook page
Is M Advisor a public company?
M Advisor is private company therefore does not currently have an official ticker symbol
See more information about M Advisor

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