M Financial Plaza
1125 Nw Couch Street, Suite 900
Portland, Oregon 97209
Tel: 503-232-6960
M FINANCIAL INVESTMENT ADVISERS INC, formally registered with the SEC as M FINANCIAL INVESTMENT ADVISERS INC. The firm was established in 11/24/1995. They have over 1 offices throughout the country.
M FINANCIAL INVESTMENT ADVISERS INC is a Portland, Oregon based Financial Planning firm with nearly $844,615,354 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106648 |
| SEC# | 801-50553 |
| Assets Managed by Firm | $844,615,354 |
| No. of Clients | 4 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $844,615,354 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
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