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| Keyboard |
| M Financial Asset Management Inc
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|---|---|
| CRD # | 136694 |
| SEC # | 801-66320 |
| CIK # | 0001730083 |
| AUM | 1,234.6 M (2026-03-31) |
| Employees | 5 (80% Investors, 60% Brokers) |
| Phone | 503-232-6960 |
| Address | 1125 NW Couch St Portland, OR 97209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 960 | 701.5 |
| (b) Individuals (high net worth individuals) | 35 | 471.9 |
| (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 | 7 | 8.9 |
| (h) Charitable organizations | 2 | 0.4 |
| (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 | 17 | 51.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,998 | 1,234.6 |
| By Discretionary | ||
| Discretionary | 1,998 | 1,234.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,998 | 1,234.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,234.6 | |
| Total | 1,998 | 1,234.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730083] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
M Financial Asset Management Inc
✚
|
OR | 1,234.6 M |
|
M Financial Investment Advisers Inc
✚
|
OR | 1,006.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northwest Financial Advisors LLC
✚
|
VA | 1,244.0 M |
|
KPP Advisory Services LLC
✚
|
KY | 1,241.0 M |
|
Opal Wealth Advisors LLC
✚
|
NY | 1,238.2 M |
|
Wealth Dimensions Group Ltd
✚
|
OH | 1,235.2 M |
|
Great Waters Wealth Management
✚
|
MN | 1,235.1 M |
|
KWB Wealth
✚
|
CA | 1,234.6 M |
|
Graves Light Lenhart Wealth Inc
✚
|
VA | 1,234.0 M |
|
KWMG LLC
✚
|
KS | 1,233.4 M |
|
Hengehold Capital Management LLC
✚
|
OH | 1,230.6 M |
|
Vision Capital Management Inc
✚
|
OR | 1,228.7 M |