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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Nationwide · Pershing
- Clients
- Retail and Institutional
- Platforms
- LegacyValue +more
- Established Date
- 02-24-2006
- Office Locations
- 2
Office Locations
About M Financial Asset Management, Inc.
M Financial Asset Management is part of M Financial’s collaborative Member Firm network, delivering tailored life insurance, wealth management, and executive benefits solutions for high-net-worth and corporate clients. The firm supports advisors and partner organizations with industry expertise, exclusive/proprietary products, and flexible support services, working closely with carriers and professional partners. A differentiator is M’s reinsurance capability for ultra capacity and a unique underwriting process used to win complex cases.
Team overview
Insights
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
Brittany Dorsey Grambo
TREASURER
- CRD
- --
- Ownership
- Less than 5%
DAVID ROBERT LEES
Secretary, Sr. Director
- CRD
- #2082413
- Ownership
- Less than 5%
Catalyst bridge
Delta optima matrix
- CRD
- #11351
- Ownership
- 31.0%
Showing 2 of 4 owners & executives
Unlock allContacts
JAMIE ALWORDEN
--
- CRD
- #6082927
NATHAN ALLAN PERRY
Investment Management Consultant
- CRD
- #4197800
Alpha delta
Radial ember focus
- CRD
- #90566
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,234,631,893 | $617,934 |
| Non-Discretionary | $0 | -- |
| Total | $1,234,631,893 | $617,934 |
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Separately Managed Accounts
Total SMA Asset: $1,234,631,893
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $3,358,414,773 | 38.5% |
| Equity - Exchange | $1,980,156,243 | 22.7% |
| Cash | $3,384,584,239 | 38.8% |
| Total | $8,723,155,255 | 100.0% |
13F Holdings | Q4 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL ELEMENT EAGLE | RIDGE EAGLE | P34BHTABS | COU | 6.95% | $97,738,924 |
| QUANTUM CREST | FOCUS NORTH | YG9LJXH2K | AADY | 4.21% | $93,850,165 |
| VERTEX ZENITH | LEGACY UNISON | R4EY4WDY6 | EDJ | 8.34% | $34,377,571 |
| ALPHA OPTIMA | RADIAL ZENITH | V0IO2XW86 | CFMS | 8.41% | $65,612,663 |
| EAGLE OAK TIMBER | VECTOR PATHWAY | LV3V4O0JC | DNT | 8.44% | $84,063,671 |
| OAK ZENITH MATRIX | VITAL ZENITH | 1OU3SYYP7 | PDPI | 8.03% | $26,732,751 |
| ELEMENT HARBOR OAK | PEAK OPTIMA | KR84WB5AY | CGK | 6.83% | $71,269,348 |
| MATRIX ZENITH | PATHWAY MATRIX | Y4VE9FX5F | BLT | 3.21% | $100,012,715 |