M FINANCIAL INVESTMENT ADVISERS INC
CRD #106648 SEC #801-50553 PORTLAND, OR 503-232-6960
SEC Registered
Total AUM
$937.9M
Discretionary
$937.9M
Employees
3
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $937.9M | $937.9M | $0 | 3 | 0 |
| Mar 2025 | $937.9M | $937.9M | $0 | 3 | 0 |
| Mar 2024 | $844.6M | $844.6M | $0 | 3 | 0 |
| Nov 2023 | $738M | $738M | $0 | 3 | 0 |
| Mar 2023 | $738M | $738M | $0 | 3 | 0 |
| Jun 2022 | $886M | $886M | $0 | 3 | 0 |
| Apr 2022 | $886M | $886M | $0 | 3 | 0 |
| Mar 2022 | $886M | $886M | $0 | 3 | 0 |
| Mar 2021 | $759.3M | $759.3M | $0 | 4 | 0 |
| Mar 2020 | $687.4M | $687.4M | $0 | 4 | 0 |
| Sep 2019 | $579.6M | $579.6M | $0 | 4 | 0 |
| May 2019 | $579.6M | $579.6M | $0 | 4 | 0 |
| Mar 2019 | $579.6M | $579.6M | $0 | 4 | 0 |
| Nov 2018 | $746.3M | $746.3M | $0 | 4 | 0 |
| Feb 2018 | $746.3M | $746.3M | $0 | 4 | 0 |
| Oct 2017 | $640.1M | $640.1M | $0 | 4 | 0 |
| Mar 2017 | $640.1M | $640.1M | $0 | 4 | 1 |
| Mar 2016 | $686.1M | $686.1M | $0 | 4 | 1 |
| Feb 2015 | $659.4M | $659.4M | $0 | 4 | 1 |
| Oct 2014 | $764.4M | $764.4M | $0 | 4 | 1 |
| Jan 2014 | $764.4M | $764.4M | $0 | 4 | 1 |
| Feb 2013 | $595.4M | $595.4M | $0 | 4 | 1 |
| May 2012 | $532M | $532M | $0 | 1 | 1 |
| Mar 2012 | $532M | $532M | $0 | 1 | 1 |
| Jan 2011 | $640.8M | $640.8M | $0 | 5 | -- |
| Apr 2010 | $656.1M | $656.1M | $0 | 5 | -- |
| Jan 2008 | $989M | $989M | $0 | 5 | -- |
| Feb 2007 | $866.3M | $866.3M | $0 | 5 | -- |
| Dec 2006 | $857.8M | $857.8M | $0 | 5 | -- |
| Feb 2006 | $665.9M | $665.9M | $0 | 5 | -- |
| Oct 2005 | $627M | $627M | $0 | 5 | -- |
| Oct 2005 | $627M | $627M | $0 | 5 | -- |
| Oct 2005 | $627M | $627M | $0 | 5 | -- |
| Feb 2005 | $599.2M | $599.2M | $0 | 5 | -- |
| Jun 2004 | $437.8M | $437.8M | $0 | 5 | -- |
DateNov 2025
Total AUM$937.9M
Discretionary$937.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$937.9M
Discretionary$937.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$844.6M
Discretionary$844.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$738M
Discretionary$738M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$738M
Discretionary$738M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$886M
Discretionary$886M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$886M
Discretionary$886M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$886M
Discretionary$886M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$759.3M
Discretionary$759.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$687.4M
Discretionary$687.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$579.6M
Discretionary$579.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$579.6M
Discretionary$579.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$579.6M
Discretionary$579.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$746.3M
Discretionary$746.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$746.3M
Discretionary$746.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$640.1M
Discretionary$640.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$640.1M
Discretionary$640.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$686.1M
Discretionary$686.1M
Non-Disc.$0
Employees4
Clients1
DateFeb 2015
Total AUM$659.4M
Discretionary$659.4M
Non-Disc.$0
Employees4
Clients1
DateOct 2014
Total AUM$764.4M
Discretionary$764.4M
Non-Disc.$0
Employees4
Clients1
DateJan 2014
Total AUM$764.4M
Discretionary$764.4M
Non-Disc.$0
Employees4
Clients1
DateFeb 2013
Total AUM$595.4M
Discretionary$595.4M
Non-Disc.$0
Employees4
Clients1
DateMay 2012
Total AUM$532M
Discretionary$532M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$532M
Discretionary$532M
Non-Disc.$0
Employees1
Clients1
DateJan 2011
Total AUM$640.8M
Discretionary$640.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$656.1M
Discretionary$656.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$989M
Discretionary$989M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$866.3M
Discretionary$866.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$857.8M
Discretionary$857.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$665.9M
Discretionary$665.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$627M
Discretionary$627M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$627M
Discretionary$627M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$627M
Discretionary$627M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$599.2M
Discretionary$599.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$437.8M
Discretionary$437.8M
Non-Disc.$0
Employees5
Clients--