M FINANCIAL ASSET MANAGEMENT, INC.
CRD #136694 SEC #801-66320 PORTLAND, OR 503-232-6960
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
5
Clients
0
Accounts
2,305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.5B | $1.5B | $0 | 5 | 0 |
| Oct 2025 | $1.5B | $1.5B | $0 | 5 | 0 |
| Mar 2025 | $1.5B | $1.5B | $0 | 5 | 0 |
| Nov 2024 | $1.3B | $1.3B | $712.4K | 5 | 0 |
| Jul 2024 | $1.3B | $1.3B | $712.4K | 5 | 0 |
| Mar 2024 | $1.3B | $1.3B | $712.4K | 5 | 0 |
| Nov 2023 | $1.1B | $1.1B | $1.2M | 5 | 0 |
| Nov 2023 | $1.1B | $1.1B | $1.2M | 5 | 0 |
| Jun 2023 | $1.1B | $1.1B | $1.2M | 5 | 0 |
| Mar 2023 | $1.1B | $1.1B | $1.2M | 5 | 0 |
| Jan 2023 | $1.2B | $1.2B | $771.6K | 4 | 0 |
| Dec 2022 | $1.2B | $1.2B | $771.6K | 4 | 0 |
| Jul 2022 | $1.2B | $1.2B | $771.6K | 4 | 0 |
| Apr 2022 | $1.2B | $1.2B | $771.6K | 4 | 0 |
| Mar 2022 | $1.2B | $1.2B | $771.6K | 4 | 0 |
| Dec 2021 | $991.2M | $991.2M | $0 | 4 | 0 |
| Apr 2021 | $991.2M | $991.2M | $0 | 4 | 0 |
| Mar 2021 | $991.2M | $991.2M | $0 | 4 | 0 |
| Jun 2020 | $908.9M | $908.9M | $0 | 4 | 0 |
| Jun 2020 | $908.9M | $908.9M | $0 | 4 | 0 |
| Mar 2020 | $908.9M | $908.9M | $0 | 4 | 0 |
| Oct 2019 | $872.4M | $872.4M | $0 | 5 | 0 |
| Apr 2019 | $872.4M | $872.4M | $0 | 5 | 0 |
| Apr 2019 | $872.4M | $872.4M | $0 | 5 | 0 |
| Mar 2019 | $872.4M | $872.4M | $0 | 5 | 0 |
| Nov 2018 | $978.4M | $978.4M | $0 | 4,216 | 0 |
| Mar 2018 | $978.4M | $978.4M | $0 | 4,216 | 0 |
| Nov 2017 | $755.6M | $755.6M | $0 | 7 | 0 |
| Apr 2017 | $755.6M | $755.6M | $0 | 7 | 1,300 |
| Mar 2017 | $755.6M | $755.6M | $0 | 7 | 1,300 |
| Mar 2016 | $724.6M | $724.6M | $0 | 7 | 1,300 |
| Jun 2015 | $614.7M | $614.7M | $0 | 7 | 1,100 |
| Mar 2015 | $614.7M | $614.7M | $0 | 7 | 1,100 |
| Oct 2014 | $582M | $582M | $0 | 7 | 1,000 |
| Mar 2014 | $582M | $582M | $0 | 7 | 1,000 |
| Mar 2014 | $582M | $582M | $0 | 7 | 1,000 |
| Mar 2013 | $450.1M | $401.7M | $48.4M | 8 | 800 |
| Oct 2012 | $318.2M | $312.3M | $5.9M | 6 | 500 |
| Jul 2012 | $318.2M | $312.3M | $5.9M | 6 | 500 |
| Jun 2012 | $318.2M | $312.3M | $5.9M | 6 | 500 |
| Mar 2012 | $318.2M | $312.3M | $5.9M | 6 | 500 |
| Aug 2011 | $290M | $269M | $21M | 10 | -- |
| Jul 2011 | $290M | $269M | $21M | 10 | -- |
| Jun 2011 | $290M | $269M | $21M | 10 | -- |
| Mar 2011 | $151.2M | $151.2M | $0 | 10 | -- |
| Jul 2010 | $151.2M | $151.2M | $0 | 10 | -- |
| Mar 2010 | $151.2M | $151.2M | $0 | 10 | -- |
| Mar 2009 | $89.6M | $89.6M | $0 | 10 | -- |
| Mar 2007 | $51.7M | $51.7M | $0 | 10 | -- |
| Mar 2007 | $51.7M | $51.7M | $0 | 10 | -- |
DateDec 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees5
Clients0
DateOct 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$712.4K
Employees5
Clients0
DateJul 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$712.4K
Employees5
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$712.4K
Employees5
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees5
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees5
Clients0
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees5
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees5
Clients0
DateJan 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$771.6K
Employees4
Clients0
DateDec 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$771.6K
Employees4
Clients0
DateJul 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$771.6K
Employees4
Clients0
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$771.6K
Employees4
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$771.6K
Employees4
Clients0
DateDec 2021
Total AUM$991.2M
Discretionary$991.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$991.2M
Discretionary$991.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$991.2M
Discretionary$991.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$908.9M
Discretionary$908.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$908.9M
Discretionary$908.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$908.9M
Discretionary$908.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$872.4M
Discretionary$872.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$872.4M
Discretionary$872.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$872.4M
Discretionary$872.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$872.4M
Discretionary$872.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$978.4M
Discretionary$978.4M
Non-Disc.$0
Employees4,216
Clients0
DateMar 2018
Total AUM$978.4M
Discretionary$978.4M
Non-Disc.$0
Employees4,216
Clients0
DateNov 2017
Total AUM$755.6M
Discretionary$755.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$755.6M
Discretionary$755.6M
Non-Disc.$0
Employees7
Clients1,300
DateMar 2017
Total AUM$755.6M
Discretionary$755.6M
Non-Disc.$0
Employees7
Clients1,300
DateMar 2016
Total AUM$724.6M
Discretionary$724.6M
Non-Disc.$0
Employees7
Clients1,300
DateJun 2015
Total AUM$614.7M
Discretionary$614.7M
Non-Disc.$0
Employees7
Clients1,100
DateMar 2015
Total AUM$614.7M
Discretionary$614.7M
Non-Disc.$0
Employees7
Clients1,100
DateOct 2014
Total AUM$582M
Discretionary$582M
Non-Disc.$0
Employees7
Clients1,000
DateMar 2014
Total AUM$582M
Discretionary$582M
Non-Disc.$0
Employees7
Clients1,000
DateMar 2014
Total AUM$582M
Discretionary$582M
Non-Disc.$0
Employees7
Clients1,000
DateMar 2013
Total AUM$450.1M
Discretionary$401.7M
Non-Disc.$48.4M
Employees8
Clients800
DateOct 2012
Total AUM$318.2M
Discretionary$312.3M
Non-Disc.$5.9M
Employees6
Clients500
DateJul 2012
Total AUM$318.2M
Discretionary$312.3M
Non-Disc.$5.9M
Employees6
Clients500
DateJun 2012
Total AUM$318.2M
Discretionary$312.3M
Non-Disc.$5.9M
Employees6
Clients500
DateMar 2012
Total AUM$318.2M
Discretionary$312.3M
Non-Disc.$5.9M
Employees6
Clients500
DateAug 2011
Total AUM$290M
Discretionary$269M
Non-Disc.$21M
Employees10
Clients--
DateJul 2011
Total AUM$290M
Discretionary$269M
Non-Disc.$21M
Employees10
Clients--
DateJun 2011
Total AUM$290M
Discretionary$269M
Non-Disc.$21M
Employees10
Clients--
DateMar 2011
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$89.6M
Discretionary$89.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees10
Clients--