# M2 FINANCIAL LLC

M2 FINANCIAL LLC of COTTONWOOD HEIGHTS, UT is an SEC-registered investment adviser.

## Registration

- CRD: 327044
- Type: SEC-registered investment adviser
- Location: 7396 S UNION PARK AVE., COTTONWOOD HEIGHTS, UT, 84047
- Phone: 801-383-0333
- Latest filing: 2026-03-30
- Regulatory AUM: $84.1M
- Discretionary AUM: $84.1M
- Clients: 9
- Accounts: 1,000

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327044/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327044/similar
- Related entities: https://search.stillhousedata.com/firm/327044/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327044

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.