M2 FINANCIAL LLC
Firm details
- Headquarters
- COTTONWOOD HEIGHTS, Utah
- CRD number
- 327044
- Website
- genwealthutah.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals83.52%
- HNWI14.16%
- Charitable Organizations2.32%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
M2 Financial LLC is an independent, individually owned registered investment adviser that serves both individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects outside managers when appropriate. It operates as a capital allocator, meaning it places client capital with external managers in addition to running in-house strategies. Fee arrangements include AUM-based charges and fixed fees. M2 Financial is not positioned as an ESG-focused adviser and does not report multi-state adviser status or pension consulting services. The firm also lists an insurance company affiliation.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds34%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds25%
- Derivatives8%
- State & Local Bonds4%
Owners & executives
2 of 2Randy Swartwood
CFOCRD 7555542
MICHELE OLSEN
COOCRD 6705206
Contacts
3 of 3MANUEL NEGRON
FounderCRD 5759449
Kyle Adams
CRD 7750581
BRANDON WYATT
CCOCRD 7415480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COTTONWOOD HEIGHTS, UT
SALT LAKE
Location
COTTONWOOD HEIGHTS, UT
Headquartered in COTTONWOOD HEIGHTS, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 7396 S Union Park Ave
- Time zone
- MT (UTC-7)
- Office locations
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