PPrivate Fund Data Log in Join · $37/mo

M Financial Asset Management, Inc.

● SEC registered since 2006CRD 136694SEC# 801-66320Portland, OR
Export (members)
Reg. AUM
$1.5B
Employees
5
Accounts
2,305
Location
Portland, OR

M Financial Asset Management, Inc. assets under management

M Financial Asset Management, Inc. operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2006. It reports $1.5 billion in regulatory assets under management and employs 5 people.
www.mfinwealth.comView on SEC.gov ↗

M Financial Asset Management, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Brittany Dorsey Grambo ControlTreasurerUnder 5%2011
David Robert Lees ControlSecretaryUnder 5%2016
M Financial Holdings Incorporated ControlShareholderOver 75%2005
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does M Financial Asset Management, Inc. manage?

M Financial Asset Management, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does M Financial Asset Management, Inc. have?

M Financial Asset Management, Inc. reports 5 employees.

Where is M Financial Asset Management, Inc. located?

M Financial Asset Management, Inc. is based in Portland, OR and has been SEC-registered since 2006.

Does M Financial Asset Management, Inc. disclose fund performance?

M Financial Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1125 NW Couch St, Ste 900, Portland, OR 97209
Phone503-232-6960
Fax503-414-7504
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1730083
Discloses disciplinary historyNo

Assets under management

Discretionary$1.5B
Non-discretionary$0
Total (RAUM)$1.5B