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| Happy Holidays!! thanks for using AUM13F!! |
| M Financial Asset Management Inc
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|---|---|
| CRD # | 136694 |
| SEC # | 801-66320 |
| CIK # | 0001730083 |
| AUM | $1.5 B (2025-03-28) |
| Employees | 5 (100% Investors, 60% Brokers) |
| Phone | 503-232-6960 |
| Address | 1125 NW Couch St Portland, OR 97209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,993 | 474.9 |
| (b) Individuals (high net worth individuals) | 265 | 861.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 119.0 |
| (h) Charitable organizations | 4 | 5.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 38.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,305 | 1,499.6 |
| By Discretionary | ||
| Discretionary | 2,305 | 1,499.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,305 | 1,499.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,499.6 | |
| Total | 2,305 | 1,499.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730083] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
M Financial Asset Management Inc
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|
OR | 1.5 |
|
M Financial Investment Advisers Inc
✚
|
OR | 0.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Pension Consultants LLC
✚
|
MA | 1.5 |
|
Weatherly Asset Management LP
✚
|
CA | 1.5 |
|
Analyst Portfolio Management Ltd
✚
|
1.5 | |
|
SHP Wealth Management LLC
✚
|
MA | 1.5 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.5 |
|
Clearwater Capital Advisors LLC
✚
|
IL | 1.5 |
|
Independence Square Holdings LLC
✚
|
PA | 1.5 |
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 1.5 |
|
HBW Advisory Services LLC
✚
|
CA | 1.5 |
|
ERN Financial LLC
✚
|
WI | 1.5 |