M Financial Asset Management, Inc.
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
FINTRXOverview
M Financial Asset Management, Inc. is an independent registered investment adviser that registered with the SEC in 2006. The firm operates as a capital allocator for both high-net-worth individuals and institutional clients, charging fees based on a percentage of assets under management. Its advisory work spans discretionary portfolio management for individuals, small businesses and institutions, selection of external managers, publishing investment-focused periodicals, and running educational seminars and workshops. The firm identifies as an active ESG investor and lists affiliations that include a broker-dealer, another investment adviser, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds70%
- Exchange Traded Equities25%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Steven Ludwig
Chief Compliance OfficerCRD 2440911
Contacts
3 of 6
Nathan Perry
Senior ManagerCRD 4197800
John Wendland
Wealth Management AnalystCRD 6316583
David Lees
Senior DirectorCRD 2082413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$20.6M in ETFs
36%
$7.4M
64%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $5.2M | 126,741 | 25.11% |
Location
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 1125 Nw Couch St
- Time zone
- PT (UTC-8)
- Office locations
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