|
⚲
|
| M Financial Asset Management Inc
✚
| |
|---|---|
| CRD # | 136694 |
| SEC # | 801-66320 |
| CIK # | 0001730083 |
| AUM | $1.3 BB (2024-07-02) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Phone | 503-232-6960 |
| Address | 1125 NW Couch St Portland, OR 97209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,260 | 416.7 |
| (b) Individuals (high net worth individuals) | 205 | 741.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 14.1 |
| (h) Charitable organizations | 9 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 121.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,489 | 1,298.0 |
| By Discretionary | ||
| Discretionary | 2,486 | 1,297.3 |
| Non-Discretionary | 3 | 0.7 |
| Total | 2,489 | 1,298.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,298.0 | |
| Total | 2,489 | 1,298.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730083] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
M Financial Asset Management Inc
✚
|
OR | 1.3 |
|
M Financial Investment Advisers Inc
✚
|
OR | 0.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cahill Financial Advisors Inc
✚
|
MN | 1.3 |
|
Meyers Wealth Management LLC
✚
|
OH | 1.3 |
|
Householder Group Estate and Retirement Specialist LLC
✚
|
AZ | 1.3 |
|
First National Corporation
✚
|
MA | 1.3 |
|
Multnomah Group Inc
✚
|
OR | 1.3 |
|
WNY Asset Management LLC
✚
|
NY | 1.3 |
|
Wright Investors Service Inc
✚
|
CT | 1.3 |
|
Bensler LLC
✚
|
WA | 1.3 |
|
ISC Advisors Inc
✚
|
TX | 1.3 |
|
ERN Financial LLC
✚
|
WI | 1.3 |