M FINANCIAL ASSET MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,234,631,893
Discretionary
$1,234,631,893
Non-discretionary
$0
Firm details
- CRD number
- 136694
- SEC file number
- 801-66320
- Main office
- PORTLAND, OR, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.MFINWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.