M Financial Investment Advisers Inc
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Overview
M Financial Investment Advisers Inc operates as a financial advisor firm that has its headquarters in Portland, Oregon. The firm handles $738.0 million in assets throughout four accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 0 financial advisor. M Financial Investment Advisers Inc is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments like bonds, equities and options.
M Financial Investment Advisers Inc oversees all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments without needing to seek the customer's consent. The firm's typical account size is $184.5 million.
The firm's central office is at M Financial Plaza, Portland, Oregon 97209.
Assets Under Management
Disclosures
Office Location
M Financial Investment Advisers Inc by the Numbers
$738.0 million
3
4
$184.5 million
Fee Structure
A financial advisor's fees are based on which services the firm provides the client. Fees charged by M Financial Investment Advisers Inc typically consist of the following fee type: asset-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with investment companies. Out of its four customers, M Financial Investment Advisers Inc's largest client by number of accounts is investment companies. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
M Financial Investment Advisers Inc does not have any disclosures.
Please visit its Form ADV for more details.
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