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M FINANCIAL ASSET MANAGEMENT, INC.

PORTLAND, OR · CRD 136694 · IAPD ↗ · mfinwealth.com · 503-232-6960

$1.23BRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
23States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
January 2026 — M FINANCIAL ASSET MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — M FINANCIAL ASSET MANAGEMENT, INC. notice-filed in GA, IN, MA, MO, OH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — M FINANCIAL ASSET MANAGEMENT, INC. notice-filed in CT, IA, IL, LA, MI, NC, NJ, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — M FINANCIAL ASSET MANAGEMENT, 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.