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| M2 Financial LLC
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|---|---|
| CRD # | 288829 |
| SEC # | 801-135373 |
| CIK # | 0002104658 |
| AUM | 158.0 M (2026-05-12) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 661-347-0202 |
| Address | 27441 Tourney Road Valencia, CA 91355 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 6.6 |
| (b) Individuals (high net worth individuals) | 11 | 4.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 103.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 40.1 |
| (h) Charitable organizations | 1 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 158.0 |
| By Discretionary | ||
| Discretionary | 49 | 144.0 |
| Non-Discretionary | 8 | 14.0 |
| Total | 57 | 158.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.0 | |
| Total | 57 | 158.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
Avocet Capital Management LLC
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|
Strategic Wealth Management LLC
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|
Waypoints Financial LLC
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