Sign in
Create a free account
M2 CAPITAL ADVISORS
VALENCIA, CA
(661) 347-0202
SEC #801-135373Total AUM
$158M
Employees
6Clients
57Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
27441 TOURNEY ROAD
SUITE 260
VALENCIA
CA 91355
United States
SUITE 260
VALENCIA
CA 91355
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
(661) 347-0202
Financials
Total AUM
$158M
Accounts
57Discretionary
$144M
Accounts
49Non-Discretionary
$14M
Accounts
8
Clients
Individual Clients
36AUM
$6.6M
HNW Individual Clients
11AUM
$4.2M
Investment Company Clients
2AUM
$103.5M
Pension/Profit Sharing Plan Clients
5AUM
$40.1M
Charitable Organization Clients
1AUM
$3.5M
Corporation or Business Clients
2AUM
$159.1K
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT ADVISER TO EXCHANGE TRADED FUNDS
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Court Injunction (Past 10 Years)Court Violation Finding
State Registrations
CATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.