James David Kaplan is listed as Director at M Financial Investment Advisers Inc in Portland, OR. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of M Financial Investment Advisers Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James David Kaplan work?
James David Kaplan is listed as Director at M Financial Investment Advisers Inc on SEC Form ADV.
How much of M Financial Investment Advisers Inc does James David Kaplan own?
Form ADV reports a beneficial ownership band of Under 5%.