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K2 FINANCIAL INC.

GLENDORA, CA · CRD 300913 · IAPD ↗ · 626-553-6113

$191.6MRegulatory AUM
8Advisory reps
10Employees
5Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — K2 FINANCIAL INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2025 — K2 FINANCIAL INC. notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.