M2 FINANCIAL LLC

M2 FINANCIAL LLC of COTTONWOOD HEIGHTS, UT is an SEC-registered investment adviser (CRD 327044). Regulatory assets under management: $84.1M.

Registration

• CRD: 327044
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327044 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search