M Financial Asset Management, Inc.

M Financial Asset Management, Inc. (CRD# 136694) is a financial advisory firm headquartered in Portland, OR. They manage $1,298,014,846 in 2,489 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
1125 Nw Couch St, Ste 900, Portland, OR 97209
http://www.mfinwealth.com
By the Numbers
  • Total Assets Under Management
    1,298
    MILLION
  • Total Number of Accounts
    2,489
    ACCOUNTS
  • Average Account Value
    $521,501
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, NE, NV, OR, PA, TX, VA, WA

Financial Advisors at M Financial Asset Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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