Overview
Assets Under Management: $1.5 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 5
Average Client Assets: $95 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.67
Average High-Net-Worth Client Assets: $95 million
Total Client Accounts: 2,305
Discretionary Accounts: 2,305
Regulatory Filings
CRD Number: 136694
Filing ID: 1941933
Last Filing Date: 2025-03-28 10:36:00
Website: https://mfin.com