M Financial Group

  • Financial Services
  • Portland OR
  • 303 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
1125 NW Couch St Ste 900, Portland OR
Website
mfin.com
Phone
(503) 232-6960
Employees
303
Founded in
1978
Industry
Financial Services
NAICS Code
NAICS Code 524 Companies
NAICS Code 5241 Companies
NAICS Code 5251 Companies
NAICS Code 52 Companies
NAICS Code 525 Companies
SIC Code
SIC Code 63 Companies
SIC Code 631 Companies
More Details

Financials & Stats

Revenue

$129B

Total Funding Amount

$14M

More Financials

Who is M Financial Group

M Financial Group is a financial services design and distribution company headquartered in Portland, Oregon. Employing 303 individuals, the company generated $128.9 million in revenue. M Financial Group works with clients across various financial needs, providing insurance, investment, and executive benefit solutions. Their network of independent firms caters to ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. M Holdings Securities, Inc. operates as a Registered Broker/Dealer and Registered Investment Advisor, holding membership in FINRA/SIPC. Visit mfin.com for more information.

Company Leadership

Carol Carlson

Member of Board of Directors and Audit Committee Chair

Phone Email
Christopher Weyrauch

Member Board of Directors

Phone Email
Robert Fiondella

Owner

Phone Email
Russell Bundschuh

President & CEO

Phone Email
Jackie Dunckley

Chief Human Resources Officer

Phone Email

M Financial Group Industry Tags

Wealth Management
Executive Compensation and Benefits
Estate Planning
Investment Management
Business Planning
Charitable Planning
Retirement Planning
Disability Income Protection
Employee Benefits
Long-Term Care Insurance
Financial Services
Financial Advisory Services
Financial Analytics Research
Finance
View All Industry Tags

M Financial Group Tech Stack

JavaScript
HTML
PHP
View All Tech Stack

Companies Similar to M Financial Group

Analyze industry trends and opportunities by examining competitors and companies comparable to M Financial Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
129M 209 Brookfield, CT 1987
126M 220 Glendale, CO 1999
125M 44 Prairie Village, KS 1989
125M 78 Hangzhou Hong Kong, 2000
122M 80 Rancho Santa Margarita, CA 2003
View More Companies

FAQ

What is the location of M Financial Group's headquarters?
The headquarters of M Financial Group are situated at 1125 NW Couch St Ste 900, Portland OR
What is M Financial Group's phone number?
M Financial Group's contact number is (503) 232-6960.
What is M Financial Group's official website?
The official website of M Financial Group can be found at mfin.com.
What is M Financial Group's current revenue?
As of November 2024, M Financial Group's annual revenue reached $129B.
How many employees does M Financial Group currently have?
M Financial Group employs approximately 303+ people as of November 2024
Which industries is M Financial Group primarily operating in?
M Financial Group operates in the following industries: Finance, Credit
Who is the Member of Board of Directors and Audit Committee Chair of M Financial Group?
M Financial Group's Member of Board of Directors and Audit Committee Chair is Carol Carlson
What are M Financial Group's industry tags?
M Financial Group's industry tags include: Wealth Management, Executive Compensation and Benefits, Estate Planning
What is M Financial Group's total funding to date?
M Financial Group has secured $14M as of November 2024
When was M Financial Group founded?
M Financial Group was founded in 1978.

Employee Directory

Key Employees

Cheryl Egazarian

Senior Director, Head of Operations Strategy at M Financial Group

Phone Email

Molly McNealy

Sr Project Manager

Phone Email

Gayathri Venkata

Senior Quality Assurance Analyst

Phone Email

Kip Desormeaux

Financial Advisor

Phone Email

Richard Smarg

Principal

Phone Email

Craig Stoudnor

Vice President

Phone Email

Barbara King

Brokerage Operations

Phone Email

Michael Gower

Technical Architect

Phone Email

Michelle Berg

Communications Associate

Phone Email

Sage Miller

Digital Strategy Consultant

Phone Email