The M FINANCIAL GROUP is a privately held investment adviser that advises $5.45Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. M FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 3.9% over the last 5-years.
The Group has been registered with the SEC for 30.7 years and is comprised of 3 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 1125 N.W. COUCH STREET SUITE 900, PORTLAND, OREGON. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1,450 employees comprised of 175 investment and 1,275 non-investment staff. The total number of Employees increased by 87.58% over the last 5-years.
Their $5.45Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 171 other accounts. Assets of Individuals clients own $2.58Bn or 47.39% of Total Assets and High Net Worth Individuals own $1.62Bn or 29.78% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
M FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.