M HOLDINGS SECURITIES, INC.

1125 N.W. Couch Street
Suite 900
Portland, Oregon 97209
Tel: 800-656-6960

About M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC, formally registered with the SEC as M HOLDINGS SECURITIES, INC. The firm was established in 03/14/2000. They have over 106 offices throughout the country.

M HOLDINGS SECURITIES, INC. is a Portland, Oregon based Financial Planning firm with nearly $4,513,584,910 assets under management, offering retirement planning & investment advisory services to 9871 clients. The firm is staffed with 706 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	43285
SEC#	801-57304
Assets Managed by Firm	$4,513,584,910
No. of Clients	9871
No. of Advisors	706

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	9871	$4,513,584,910
Individuals (other than high net worth individuals)	8252	$1,801,513,559
High net worth individuals	1484	$2,638,095,760
Pension and profit sharing plans	50	$34,800,063
Corporations or other businesses	85	$39,175,528

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GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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