M Financial Investment Advisers Inc
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 106648
- Registered since
- November 24, 1995
- Website
- www.mfin.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
M Financial Investment Advisers Inc. is a corporation functioning as an institutional registered investment adviser that focuses on portfolio management for investment companies. The firm, SEC-registered since 1995, serves institutional clients and charges fees as a percentage of assets under management. It does not position itself as a capital allocator and is not flagged as an active ESG investor. Regulatory/activity classifications indicate ties to broker-dealer activity, other investment advisory operations, and an insurance company affiliate.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Lauren Thomas
CEOCRD 5301259
Contacts
3 of 6
Malcolm Cowen
President EmeritusCRD 1013493
Philip Debruyn
PrincipalCRD 1564714
Carl Peterson
Managing PrincipalCRD 1773452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- M Financial Plz Northwest Co St
- Time zone
- PT (UTC-8)
- Office locations
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