1125 N.W. Couch Street
Suite 900
Portland, Oregon 97209
Tel: 800-656-6960
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 $3,932,369,637 assets under management, offering retirement planning & investment advisory services to 10065 clients. The firm is staffed with 738 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 43285 |
SEC# | 801-57304 |
Assets Managed by Firm | $3,932,369,637 |
No. of Clients | 10065 |
No. of Advisors | 738 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 10065 | $3,932,369,637 |
Individuals (other than high net worth individuals) | 8170 | $1,215,171,381 |
High net worth individuals | 1745 | $2,661,231,947 |
Pension and profit sharing plans | 68 | $35,421,521 |
Corporations or other businesses | 82 | $20,544,788 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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