M Financial Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 31, 2026, reports $1.2B in regulatory assets under management, 5 employees, 1 office, and 1,998 accounts.
Assets Under Management
$1.2B
Employees
5
Offices
1 office
Total Clients
1,021
Primary office
PORTLAND, OR
1125 NW COUCH ST, STE 900, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.0% of total clients.
Top client categories% of clientsClients
1
Individuals
94.0%
960
2
HNWI
3.4%
35
3
Corporations
1.7%
17
4
Pension Plans
0.7%
7
5
Charitable
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 31, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts1,998
10Y AUM Change+$479M (+63.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee204:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.