M Financial Asset Management, Inc.
Registered investment advisor · Portland, Oregon · CRD #136694
Source: SEC Form ADV filings. Data as of 2026-07-06.
About M Financial Asset Management, Inc.
M Financial Asset Management, Inc. is a financial advisory firm based in Portland, Oregon, managing approximately $1.5 billion in client assets and offering investment advisory services.
Fee Structure
Frequently Asked Questions
What is M Financial Asset Management, Inc.'s AUM?
M Financial Asset Management, Inc. reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is M Financial Asset Management, Inc. headquartered?
M Financial Asset Management, Inc. is headquartered in Portland, Oregon.
What is M Financial Asset Management, Inc.'s CRD number?
M Financial Asset Management, Inc.'s CRD number is 136694. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does M Financial Asset Management, Inc. manage?
M Financial Asset Management, Inc. manages approximately 1,998 client accounts according to its latest SEC filing.
Is M Financial Asset Management, Inc. SEC registered?
Yes, M Financial Asset Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.
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