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M FINANCIAL ASSET MANAGEMENT, INC.
CRD 136694 · SEC 801-66320
1125 NW COUCH ST, STE 900, PORTLAND, OR, 97209, United States
Phone
503-232-6960
Fax
503-414-7504
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 960 | $701.5M |
| High net worth individuals | 35 | $471.9M |
| Pension/profit sharing plans | 7 | $8.9M |
| Charitable organizations | 2 | $381K |
| Corporations/business entities | 17 | $51.9M |
States served
CA, CO, GA, IL, IN, IA, LA, MA, MI, NE, NJ, NY, NC, OH, OR, PA, TN, VA, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD