Adviser Profile
| As of Date | 02/21/2026 |
| Registration status | Registration Changed to M2 FINANCIAL LLC |
| ADV Location | VALENCIA, CA, United States |
| Contact Info | (66 xxxxxxx |
| Websites |
| AUM* | 40,362,435 -2% |
| of that, discretionary | 32,829,718 -11% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 6 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 552,910 111% |
| % High Net Worth | 20.27% -18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds