M Financial Network Inc is an adviser based in Waterloo. It manages $13 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Iowa.
M Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of M Financial Network Inc is $13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay M Financial Network Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
M Financial Network Inc is owned by Stacie Lynn Brass. Parke H. Behn has been acting as President since 1 Jan 2001. Thomas Joseph Barbatti joined the executive team most recently as the Owner.
The principal office where M Financial Network Inc performs its advisory services is located at 999 Home Plaza, Suite 200, Waterloo, IA 50701 The mailing address of the firm is Po Box 1230, Waterloo, IA 50704. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 319-232-5500 or by fax 319-232-5004. The normal business hours are 8 am-5 pm on Monday - Friday. You can find more information about the New York firm at networthadv.com.