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M FINANCIAL INVESTMENT ADVISERS INC

PORTLAND, OR · CRD 106648 · IAPD ↗ · mfin.com · 503-232-6960

$1.01BRegulatory AUM
0Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — M FINANCIAL INVESTMENT ADVISERS INC crossed $1B in regulatory AUM ($937.9M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
43
April 2025 — M FINANCIAL INVESTMENT ADVISERS INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.