Unclaimed Profile

Valerie Rachelle Bolch Pimenta

M FINANCIAL ASSET MANAGEMENT, INC.·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 31, Series 66Clean record19 years registeredM FINANCIAL ASSET MANAGEMENT, INC.

1125 NW COUCH ST, PORTLAND, OR 97209CRD# 3106310Firm CRD# 136694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Valerie Rachelle Bolch Pimenta · PORTLAND, OR

Registration

CRD #3106310 · M FINANCIAL ASSET MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: M FINANCIAL ASSET MANAGEMENT, INC.

EDELMAN FINANCIAL ENGINES

Jun 2022 – Dec 2025

PORTLAND, OR

M HOLDINGS SECURITIES, INC.

Sep 2017 – May 2022

NEW YORK, NY

FISHER INVESTMENTS

Oct 2006 – Jun 2017

CAMAS, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · October 10, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M FINANCIAL ASSET MANAGEMENT, INC.

CRD 136694 · SEC 801-66320

AUM

$1.3B

Regulatory assets under management

Employees

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 Valerie Rachelle Bolch Pimenta offer?

Valerie Rachelle Bolch Pimenta specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Valerie Rachelle Bolch Pimenta's credentials?

Valerie Rachelle Bolch Pimenta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Valerie Rachelle Bolch Pimenta located?

Valerie Rachelle Bolch Pimenta is based in PORTLAND, Oregon, last registered with M FINANCIAL ASSET MANAGEMENT, INC..

How does Valerie Rachelle Bolch Pimenta charge for services?

Valerie Rachelle Bolch Pimenta'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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