MAR FINANCIAL

MAR FINANCIAL is an SEC-registered investment adviser (CRD 338746). Regulatory assets under management: $22.2M.

Registration

• CRD: 338746
• Type: Registered investment adviser
• Phone: 503-878-7708
• Latest filing: 2026-04-02
• Regulatory AUM: $22.2M
• Discretionary AUM: $22.2M
• Clients: 1
• Accounts: 103

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338746 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search