| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl James Peterson Control | Director | Under 5% | 2018 |
| David Robert Lees Control | Secretary/Treasurer | Under 5% | 2007 |
| James David Kaplan Control | Director | Under 5% | 2021 |
M Financial Investment Advisers Inc reports $937.9 million in regulatory assets under management on its Form ADV.
M Financial Investment Advisers Inc reports 3 employees.
M Financial Investment Advisers Inc is based in Portland, OR and has been SEC-registered since 1995.
M Financial Investment Advisers Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | M Financial Plaza, 1125 NW Couch Street, Suite 900, Portland, OR 97209 |
| Phone | 503-232-6960 |
| Fax | 503-238-1621 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $937.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $937.9M |