M2 FINANCIAL LLC
VALENCIA, CA · CIK 2104658 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2026 · limited liability company
- Assets managed$158.0m
- Staff6 · 6 in investment roles
- Main clients (by assets)Mutual funds and ETFs 65%, Pension plans 25%, Individuals 4%
- Form ADV · 2026-05-12SEC adviser record
- Kindmutual funds
- Others nearbyValencia, CA
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.