July 24, 2014 10:14 PM ET

Capital Markets

Company Overview of M Financial Holdings Incorporated

Company Overview

M Financial Holdings Incorporated, doing business as M Financial Group, operates as a financial services design and distribution company in the United States and Canada. It offers solutions in the areas of wealth management, estate planning, executive compensation and benefits, investment management, business planning, charitable planning, retirement planning, disability income protection, employee benefits, and long term care insurance. The company also provides life insurance products, annuity products, and plans; and offers services ranging from wealth services to turnkey asset management and investment consulting. It serves individuals, corporate executives, entrepreneurs, and Fortune 10...

1125 NW Couch Street

Suite 900

Portland, OR 97209

United States

Founded in 1978

Phone:

503-232-6960

Fax:

503-414-7223

Key Executives for M Financial Holdings Incorporated

Chief Executive Officer
Chief Financial Officer and Senior Vice President
Senior Vice President
Vice President
Vice President
Age: 55
Compensation as of Fiscal Year 2014.

M Financial Holdings Incorporated Key Developments

Standard Retirement Services, Inc. Announces Co-Marketing Relationship with M Financial Group

Standard Retirement Services, Inc. has announced a new co-marketing relationship with M Financial Group for distributing qualified retirement plan products, including 401(k), 403(b) and 457 plans. The relationship became effective Feb. 3, 2014. Both firms are located in Portland, Ore. The Standard's retirement plan business unit is coming off a record-setting year in which they achieved five-year highs in both client retention and sales.

Similar Private Companies By Industry

Company Name Region
Proven Fields Energy, LLC United States
Suender M&A Advisors, LLC United States
Partnervest Financial Group LLC United States
New Bond Trading, Inc. United States
Oberweis Publishing Company, LLC United States

Recent Private Companies Transactions

Type
Date
Target
Private Placement
March 12, 2014
--
Merger/Acquisition
January 14, 2014
Boulevard Financial LLC
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact M Financial Holdings Incorporated, please visit www.mfin.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.