M2 FINANCIAL LLC
Doing business as M2 CAPITAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$157,995,972
Discretionary
$144,006,251
Non-discretionary
$13,989,721
Firm details
- CRD number
- 288829
- SEC file number
- 801-135373
- Main office
- VALENCIA, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/M2_FINANCIAL
- Fee structure
-
Percentage of AUM
As of November 2026.