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Bridget Mary Mcnamara-Fenesy

M FINANCIAL ASSET MANAGEMENT, INC.·PORTLAND, Oregon
SIE, Series 7, Series 24, Series 63Clean recordM FINANCIAL ASSET MANAGEMENT, INC.
1125 NW COUCH ST, PORTLAND, OR 97209CRD# 2233939Firm CRD# 136694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bridget Mary Mcnamara-Fenesy · PORTLAND, OR
Registration
CRD #2233939 · M FINANCIAL ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
M FINANCIAL ASSET MANAGEMENT, INC.
CRD 136694 · SEC 801-66320
AUM
$1.3B
Regulatory assets under management
Employees
5
2,489 client accounts
Services offered by M FINANCIAL ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at M FINANCIAL ASSET MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Bridget Mary Mcnamara-Fenesy offer?
Bridget Mary Mcnamara-Fenesy specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Bridget Mary Mcnamara-Fenesy's credentials?
Bridget Mary Mcnamara-Fenesy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bridget Mary Mcnamara-Fenesy located?
Bridget Mary Mcnamara-Fenesy is based in PORTLAND, Oregon, working with M FINANCIAL ASSET MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Bridget Mary Mcnamara-Fenesy charge for services?
Bridget Mary Mcnamara-Fenesy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is M FINANCIAL ASSET MANAGEMENT, INC.?
M FINANCIAL ASSET MANAGEMENT, INC. has approximately 5 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at M FINANCIAL ASSET MANAGEMENT, INC.

Erik Jon Bjorvik
PORTLAND, OR
Jonell Nmn Hermanson
PORTLAND, OR
David Robert Lees
PORTLAND, OR
Robert Patrick Olson
PORTLAND, OR
Valerie Rachelle Bolch Pimenta
PORTLAND, OR

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Nearby cities in Oregon
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Research
Advisor Fees in OregonNational Fee Analysis
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