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M HOLDINGS SECURITIES, INC.
CRD 43285 · SEC 801-57304
1125 N.W. COUCH STREET, SUITE 900, PORTLAND, OR, 97209, United States
Phone
800-656-6960
Fax
503-414-7474
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.21B
Discretionary AUM
$1.97B
Team
1442 total employees; 171 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4290 | $1.88B |
| High net worth individuals | 78 | $1.15B |
| Pension/profit sharing plans | 15 | $11.9M |
| Corporations/business entities | 130 | $163.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD