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 registered with the SEC since 1995 that serves an institutional client base. The firm’s principal advisory activity is portfolio management for investment companies, and it operates on a percentage-of-assets fee model. It does not present itself as a capital allocator and is not marked as an active ESG investor or a multi-state adviser. Reported industry affiliations include a broker‑dealer, another investment adviser, and an insurance company.
Assets & Accounts
Investments & Alternatives
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 1LAUREN THOMAS
CEOCRD 5301259
Contacts
3 of 6JAMES NASH
CRD 5203510
ROBERT OLSON
Head of Advisory ServicesCRD 2756842
JAMES KAPLAN
Senior Vice PresidentCRD 1184946
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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