M
CRD: 327044
M2 Financial LLC
Cottonwood Heights, UT, 84047
8013830333
$84.1M Total AUM
$84.1M Disc. AUM
-- 3Y CAGR
9 Employees
515 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-27-2023
- Office Locations
- 1
Office Locations
7396 S Union Park Ave. Suite 301 Cottonwood Heights UT
About M2 Financial LLC
M2 Financial LLC is a Cottonwood Heights-based RIA. The firm has been operating for 2 years. Managing $84.1M in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$16.8M AVG AUM / ADVISOR
$163.3K AVG AUM / CLIENT
2 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
2yrs Firm Age
Insights
Upgrade to reveal position-level detail across vital focus.
Unlock to see real insight on foundation capital.
Unlock to see real insight on ember beacon.
Full visibility includes strategy notes for frontier signal vector.
Premium access reveals conviction themes in signal horizon glacier.
See the complete signal summary connected to prime harbor.
Premium access reveals conviction themes in fusion unison prime.
Unlock to compare peer behavior around delta ember.
Asset Classes
Focus signal
Investment Themes
Unison Peak
Investment Vehicles
Prime
Platform
Fusion bridge
Services
Quantum eagle Ridge ember Element quantum Oak Horizon harbor Alpha Beacon harbor
Owner & Executives
M
MANUEL RENE NEGRON
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5759449
- Ownership
- 50% but less than 75%
(721) 928-8792
north.meridian@matrixcapital.com
in linkedin.com/in/zenith-signal
R
Randy Lee Swartwood
Chief Executive Officer, Investment Advisor Representative
- CRD
- #7555542
- Ownership
- 25% but less than 50%
(216) 828-2255
unison.glacier@northcapital.com
in linkedin.com/in/vertex-ridge
L
Legacy pathway
Beacon peak vector
- CRD
- #39508
- Ownership
- 46.5%
(709) 557-6838
signal.foundation@fusioncapital.com
in linkedin.com/in/momentum-value
Showing 2 of 4 owners & executives
Unlock allContacts
B
BRANDON PAUL WYATT
--
- CRD
- #7415480
(820) 744-8160
radial.fusion@primecapital.com
in linkedin.com/in/pioneer-vector
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,121,443 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,121,443 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $84,121,443
Public Funds:
11.6% Corporate - Investment Grade:
24.4% Equity - Exchange:
25.8% Derivatives:
14.9% Municipal Bonds:
14.8% Cash:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $347,874,225 | 11.6% |
| Corporate - Investment Grade | $731,735,439 | 24.4% |
| Equity - Exchange | $773,720,260 | 25.8% |
| Derivatives | $446,838,445 | 14.9% |
| Municipal Bonds | $443,839,529 | 14.8% |
| Cash | $254,907,837 | 8.5% |
| Total | $2,998,915,735 | 100.0% |