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M FINANCIAL ASSET MANAGEMENT, INC.
CRD 136694File 801-66320
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Clients
1,021
1,998 accounts
Employees
5
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 24, 2006
- Principal office
- 1125 NW COUCH ST, STE 900, PORTLAND, OR, 97209
- Phone
- 503-232-6960
- Website
- https://www.mfin.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,998
- Non-discretionary accounts
- 0
- Total accounts
- 1,998
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $51.9M |
| Charitable organizations | 2 | $381K |
| High net worth individuals | 35 | $471.9M |
| Pension and profit sharing plans | 7 | $8.9M |
| Individuals (other than high net worth individuals) | 960 | $701.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 2,305 | 1,021 | decreased by1,284 |
| Apr 1, 2026 | AUM | $1,499,627,378 | $1,234,631,893 | decreased by$264,995,485 |
| Apr 1, 2026 | Accounts | 2,305 | 1,998 | decreased by307 |
| Jan 1, 2026 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,543 | 2,305 | decreased by238 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,216,062,980 | $1,499,627,378 | increased by$283,564,398 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,546 | 2,305 | decreased by241 |
| Apr 1, 2022 | Clients | 2,441 | 2,543 | increased by102 |
| Apr 1, 2022 | AUM | $991,161,754 | $1,216,062,980 | increased by$224,901,226 |
| Apr 1, 2022 | Accounts | 2,441 | 2,546 | increased by105 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.