|
⚲
|
| M Financial Investment Advisers Inc
✚
|
|
|---|---|
| CRD # | 106648 |
| SEC # | 801-50553 |
| CIK # | |
| AUM | $738.0 MM (2023-03-21) |
| Employees | 3 (0% Investors, 33% Brokers) |
| Phone | 503-232-6960 |
| Address | M Financial Plaza Portland, OR 97209 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 738.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 738.0 |
| By Discretionary | ||
| Discretionary | 4 | 738.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 738.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 738.0 | |
| Total | 4 | 738.0 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
M Financial Asset Management Inc
✚
|
OR | 1.1 |
|
M Financial Investment Advisers Inc
✚
|
OR | 0.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Yorktown Management and Research Co Inc
✚
|
VA | 0.8 |
|
Strenta Investment Management Inc
✚
|
FL | 0.8 |
|
Mutual of America Life Insurance Company
✚
|
NY | 0.7 |
|
Presima Inc
✚
|
0.7 | |
|
Anthemis Capital Managers Limited
✚
|
0.7 | |
|
Anthemis Capital Managers Americas LLC
✚
|
NY | 0.7 |
|
HG Capital Management LLC
✚
|
TN | 0.7 |
|
New Century Partners
✚
|
CA | 0.7 |
|
Industrial Development Funding LLC
✚
|
FL | 0.7 |
|
Logia Portfolio Management LLC
✚
|
KS | 0.7 |