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Home > Retirement Planners > oregon > portland > M HOLDINGS SECURITIES, INC.
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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