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M2 FINANCIAL LLC
M2 FINANCIAL LIMITED LIABILITY COMPANY
CRD 327044
7396 S UNION PARK AVE., SUITE 301, COTTONWOOD HEIGHTS, UT, 84047, United States
Phone
801-383-0333
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.1M
Discretionary AUM
$84.1M
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 507 | $70.3M |
| High net worth individuals | 7 | $11.9M |
| Charitable organizations | 1 | $2.0M |
Official SEC filing: View on IAPD