M FINANCIAL INVESTMENT ADVISERS INC
  • M FINANCIAL INVESTMENT ADVISERS INC

Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 11/24/1995
ADV Location PORTLAND, OR, United States
Contact Info 503 xxxxxxx
Websites
AUM* 1,006,229,464 19%
of that, discretionary 1,006,229,464 19%
Number of Employees 3
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 251,557,366 19%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 862M 719M 575M 431M 287M 144M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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