September 03, 2014 1:30 AM ET

Capital Markets

Company Overview of M Financial Holdings Incorporated

Company Overview

M Financial Holdings Incorporated, doing business as M Financial Group, provides financial services design and distribution services in the United States. It offers services 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 offers corporate-owned life insurance and nonqualified plans; design and financing alternatives for executive and director benefit plans for corporations and financial institutions; and life insurance products, annuity products, and qualified plans. In addi...

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 and President of M Financial Wealth Management
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.

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Recent Private Companies Transactions

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

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