M2 Investment Advisors, Inc.

M2 Investment Advisors, Inc. (CRD# 136538) is a financial advisory firm headquartered in Fountain Valley, CA. They manage $12,558,842 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at M2 Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
Michael H. Wong
CRD#: 1892807
11770 Warner Avenue Ste. 112, Fountain Valley, CA 92708

Michael Wong (CRD# 1892807) is an Investment Advisor Representative working at M2 Investment Advisors, Inc. in Fountain Valley, CA and has over 27 years of experience in the finance industry.

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