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Fund Manager

M Financial Group

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MG
M Financial Group

Fund Manager

Primary Strategy: Other

Year Founded: 1978

Number of Employees: 1,450

Ownership: Privately Held

Year End: December

Description

With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/m-financial-group

Address

1125 N.W. Couch Street, Suite 900, Portland, Oregon, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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