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Home > Retirement Planners > oregon > portland > M FINANCIAL ASSET MANAGEMENT, INC.
M FINANCIAL ASSET MANAGEMENT, INC.
1125 Nw Couch St
Ste 900
Portland, Oregon 97209
Tel: 503-232-6960
About M FINANCIAL ASSET MANAGEMENT, INC.
M FINANCIAL ASSET MANAGEMENT, INC, formally registered with the SEC as M FINANCIAL ASSET MANAGEMENT, INC. The firm was established in 02/24/2006. They have over 2 offices throughout the country.
M FINANCIAL ASSET MANAGEMENT, INC. is a Portland, Oregon based Financial Planning firm with nearly $1,298,014,846 assets under management, offering retirement planning & investment advisory services to 2489 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136694 |
| SEC# | 801-66320 |
| Assets Managed by Firm | $1,298,014,846 |
| No. of Clients | 2489 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2489 | $1,298,014,846 |
| Individuals (other than high net worth individuals) | 1260 | $416,738,504 |
| High net worth individuals | 205 | $741,563,303 |
| Pension and profit sharing plans | 14 | $14,073,943 |
| Charitable organizations | 9 | $3,911,235 |
| Corporations or other businesses | 25 | $121,727,861 |
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