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M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648 · SEC 801-50553
M FINANCIAL PLAZA, 1125 NW COUCH STREET, SUITE 900, PORTLAND, OR, 97209, United States
Phone
503-232-6960
Fax
503-238-1621
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$1.01B
Team
3 total employees; 0 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.01B |
All web addresses on file
Official SEC filing: View on IAPD