M Financial Asset Management, Inc.

RIASEC RegisteredEst. 2006

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$618K

Accounts

1,998

Employees

Advisory reps

Firm details

Headquarters: Portland, Oregon
CRD number: 136694
Registered since: February 24, 2006
Website: mfin.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals56.82%
HNWI38.22%
Corporations / Businesses4.21%
Pension & Profit Sharing Plans0.72%
Charitable Organizations0.03%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

M Financial Asset Management, Inc. is a corporate-structured registered investment adviser that acts as a capital allocator for both private clients and institutions. The firm has been SEC-registered since 2006 and charges fees as a percentage of assets under management. Client relationships include individual and family wealth as well as institutional accounts. Advisory services extend beyond discretionary portfolio management to include selection of third‑party advisers, publication of investment periodicals, and educational seminars and workshops. The firm identifies itself as an active ESG investor and maintains industry ties to a broker‑dealer, another investment adviser, and an insurance company.