M FINANCIAL INVESTMENT ADVISERS INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.01B |
| Discretionary | $1.01B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $251.6M |
| Employees | 3 |
| Peak AUM | $1.01BMar 2026 |
| AUM CAGR | +6.0% /yrover 25 yrs · 48 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +7.3% | +10.9% | +5.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.01B |
| Discretionary | $1.01B |
| Employees | 3 |
| Client Accounts | 4 |
Contact & Location
Address
M FINANCIAL PLAZA
PORTLAND OR 97209
Phone
503-232-6960
Filing History
48 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant