M Financial Asset Management, INC.
Portland, OR·SEC-registered · CRD #136694
M Financial Asset Management, INC. is an SEC-registered investment advisory firm in Portland, OR managing $1.2B across 2.0k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
2.0k
Advisory staff
4
Fee model
Fee-only
How M Financial Asset Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about M Financial Asset Management, INC.
How much does M Financial Asset Management, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), M Financial Asset Management, INC. reports $1.2B in regulatory assets under management across roughly 2.0k client accounts.
How does M Financial Asset Management, INC. charge?
M Financial Asset Management, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is M Financial Asset Management, INC. a fiduciary?
Yes. M Financial Asset Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #136694), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is M Financial Asset Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks M Financial Asset Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Portland, OR
Profile compiled from M Financial Asset Management, INC.'s public SEC Form ADV filing (CRD #136694, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of M Financial Asset Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with M Financial Asset Management, INC.? Claim this profile.