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M HOLDINGS SECURITIES, INC.

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

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#43285
SEC#801-57304
Assets Managed by Firm$3,932,369,637
No. of Clients10065
No. of Advisors738

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total10065$3,932,369,637
Individuals (other than high net worth individuals)8170$1,215,171,381
High net worth individuals1745$2,661,231,947
Pension and profit sharing plans68$35,421,521
Corporations or other businesses82$20,544,788

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