Family Office
    SEC Registered

    M Financial Investment Advisers Inc

    Registered investment advisor · Portland, Oregon · CRD #106648

    Assets Under Management
    $1B
    Client Accounts
    4
    Employees
    3
    CRD Number
    106648
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About M Financial Investment Advisers Inc

    M Financial Investment Advisers Inc. is a brokerage firm offering securities and investment advisory services. It collaborates with insurance and financial planning experts to provide high-net-worth clients with complex insurance and financial planning solutions. M Financial is committed to the success of its member firms and their clients.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for M Financial Investment Advisers Inc

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is M Financial Investment Advisers Inc's AUM?

    M Financial Investment Advisers Inc reports approximately $1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is M Financial Investment Advisers Inc headquartered?

    M Financial Investment Advisers Inc is headquartered in Portland, Oregon.

    What is M Financial Investment Advisers Inc's CRD number?

    M Financial Investment Advisers Inc's CRD number is 106648. 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 Investment Advisers Inc manage?

    M Financial Investment Advisers Inc manages approximately 4 client accounts according to its latest SEC filing.

    Is M Financial Investment Advisers Inc SEC registered?

    Yes, M Financial Investment Advisers Inc is registered with the SEC as an investment adviser with an approved registration status.

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