M Financial Asset Management, Inc.
● SEC registered since 2006CRD 136694SEC# 801-66320Portland, OR
Reg. AUM
$1.23B
Employees
5
Accounts
1,998
Location
Portland, OR
M Financial Asset Management, Inc. assets under management
M Financial Asset Management, Inc. operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2006. It reports $1.2 billion in regulatory assets under management and employs 5 people.
M Financial Asset Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brittany Dorsey Grambo Control | Treasurer | Under 5% | 2011 |
| David Robert Lees Control | Secretary | Under 5% | 2016 |
| M Financial Holdings Incorporated Control | Shareholder | Over 75% | 2005 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does M Financial Asset Management, Inc. manage?
M Financial Asset Management, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does M Financial Asset Management, Inc. have?
M Financial Asset Management, Inc. reports 5 employees.
Where is M Financial Asset Management, Inc. located?
M Financial Asset Management, Inc. is based in Portland, OR and has been SEC-registered since 2006.
Does M Financial Asset Management, Inc. disclose fund performance?
M Financial Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1125 NW Couch St, Ste 900, Portland, OR 97209 |
| Phone | 503-232-6960 |
| Fax | 503-414-7504 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1730083 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.23B▼ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.23B