M FINANCIAL ASSET MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 136694). Regulatory assets under management: $1.2B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities, Corporations.
Showing 25 of 31 people.
| Name | Role | Location |
|---|---|---|
| David Robert Lees | SECRETARY | — |
| Steven Charles Ludwig | CHIEF COMPLIANCE OFFICER | — |
| Robert Patrick Olson | PRESIDENT | — |
| Brittany Dorsey Grambo | TREASURER | — |
| GRAVES GERALD JAY | PRESIDENT | — |
| YOUHN STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| SCHUTT DAVID WALTER | SECRETARY | — |
| KUKAR KEVIN BRUCE | TREASURER | — |
| O'CONNOR RANDALL MARK | DIRECTOR | — |
| BYRNE DANIEL FRANCIS | DIRECTOR | — |
| JONSKE FRED HENRY | DIRECTOR | — |
| MULLIN PETER WILLIAM | SHAREHOLDER | — |
| HEIKKINEN DOUGLAS JAMES | VICE PRESIDENT | — |
| DUDLEY CHRIS | VICE PRESIDENT | — |
| DAY FRANK EDMUND | CHIEF COMPLIANCE OFFICER | — |
| HERMANSON JONELL | PRESIDENT; PRESIDENT,CHIEF COMPLIANCE OFFICER | — |
| HARTWELL SHANNON R | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| LEES DAVID ROBERT | DIRECTOR/SECRETARY/TREASURER; SECRETARY/TREASURER | — |
| JACOBSEN BRYAN K | CHIEF COMPLIANCE OFFICER | — |
| DOUGHERTY CASEY WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| BRAMER BENJAMIN EDWARD | CHIEF COMPLIANCE OFFICER | — |
| BJORVIK ERIK JON | DIRECTOR/PRESIDENT; DIRECTOR/VICE PRESIDENT; PRESIDENT (+1 more) | — |
| MCNAMARA-FENESY BRIDGET MARY | PRESIDENT | — |
| LUDWIG STEVEN CHARLES | CHIEF COMPLIANCE OFFICER | — |
| HERMANSON JONELL NMN | PRESIDENT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| DALLAS | TX | 3 | 503-232-6960 |
| DALLAS | TX | 3 | 503-232-6960 |