M FINANCIAL INVESTMENT ADVISERS INC
SEC file number 801-50553
· PORTLAND, OR
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$738M
Discretionary AUM
$738M
Employees
3
Clients
—
Firm
- Address
- M FINANCIAL PLAZA
PORTLAND, OR 97209 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- M FINANCIAL HOLDINGS INC High name-match confidence · CIK 1047852 · OR
- Chatham Financial Corp./PA Medium name-match confidence · CIK 2013157 · PA
- MCM - Financial IX, LLC Medium name-match confidence · CIK 2096261 · NC
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- ASSET INVESTMENT FINANCIAL SERVICES Corp Medium name-match confidence · CIK 2060466 · TX
- Cornerstone Financial Investments LLC Medium name-match confidence · CIK 2080601 · TN
- Petrus Advisers Investments Inc. Medium name-match confidence · CIK 1713063 · X0
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Petrus Advisers Investments Inc. · D/A · Jul 29, 2026
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Chatham Financial Corp./PA · D · Apr 6, 2026
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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Advisers Investment Trust · D · Feb 6, 2026
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MCM - Financial IX, LLC · D · Nov 12, 2025$2M
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Cornerstone Financial Investments LLC · D · Aug 21, 2025
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Petrus Advisers Investments Inc. · D · Jul 29, 2025
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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ASSET INVESTMENT FINANCIAL SERVICES Corp · D · Mar 13, 2025$1.2M
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Chatham Financial Corp./PA · D · Feb 26, 2025
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Advisers Investment Trust · D · Feb 6, 2025