Sign in
Create a free account
M HOLDINGS SECURITIES, INC.
PORTLAND, OR
800-656-6960
SEC #801-57304Total AUM
$3.2B
Employees
1,442Clients
4,513Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1125 N.W. COUCH STREET
SUITE 900
PORTLAND
OR 97209
United States
SUITE 900
PORTLAND
OR 97209
United States
Operating Hours
8:00AM-5:00PM PST
Monday - Friday
Monday - Friday
Phone
800-656-6960
Other Offices
105
Financials
Total AUM
$3.2B
Accounts
8,115Discretionary
$2B
Accounts
6,118Non-Discretionary
$1.2B
Accounts
1,997
Clients
Individual Clients
4,290AUM
$1.9B
HNW Individual Clients
78AUM
$1.2B
Pension/Profit Sharing Plan Clients
15AUM
$11.9M
Corporation or Business Clients
130AUM
$163.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.