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M FINANCIAL ASSET MANAGEMENT, INC.
M FINANCIAL ASSET MANAGEMENT, INC.
PORTLAND, Oregon
·
6 registered advisors
·
CRD# 136694
SEC# 801-66320
1
503-232-6960
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at M FINANCIAL ASSET MANAGEMENT, INC.
6 registered advisors
Bridget Mary Mcnamara-Fenesy
PORTLAND, Oregon
CRD# 2233939
David Robert Lees
PORTLAND, Oregon
CRD# 2082413
Erik Jon Bjorvik
PORTLAND, Oregon
CRD# 2256987
Jonell Nmn Hermanson
PORTLAND, Oregon
CRD# 2370202
Robert Patrick Olson
PORTLAND, Oregon
CRD# 2756842
Valerie Rachelle Bolch Pimenta
PORTLAND, Oregon
CRD# 3106310
05
Office Locations
PORTLAND, Oregon
6 advisors
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Data sourced from SEC Form ADV filings. M FINANCIAL ASSET MANAGEMENT, INC. (CRD# 136694) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.