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David Robert Lees

SecretaryM Financial Asset Management, Inc.CRD 2082413

About David Robert Lees

David Robert Lees is listed as Secretary at M Financial Asset Management, Inc. in Portland, OR. Form ADV reports a beneficial ownership band of Under 5%. David Robert Lees is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of M Financial Asset Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Robert Lees work?

David Robert Lees is listed as Secretary at M Financial Asset Management, Inc. on SEC Form ADV.

How much of M Financial Asset Management, Inc. does David Robert Lees own?

Form ADV reports a beneficial ownership band of Under 5%.

M Financial Asset Management, Inc.

TitleSecretary
OwnershipUnder 5%
Control personYes
Since2016
View M Financial Asset Management, Inc. →

M Financial Investment Advisers Inc

TitleSecretary/Treasurer
OwnershipUnder 5%
Control personYes
Since2007
View M Financial Investment Advisers Inc →