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M Holdings Securities, INC.

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Total assets under management

$4,078,516,284

More info

Total clients

3,537

18% high-net worth

Total advisors

222

of 1,442 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

16

Average account size

$1,153,100

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Flat fees possible for specific financial plans or consulting, negotiated with Financial Professional

Percentage

$0 - $1,000,000: 1.30% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.20% $5,000,001 - $10,000,000: 1.10% $10,000,001+: 1.05%

Project-based

Hourly charges reported but specific rates not clearly stated in brochure

Other

Account minimum: $10,000 Fee-only: Financial Planning / Consulting services offered with negotiated fees; advisory fees based on assets or negotiated

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

M Holdings Securities, INC.

1125 N.W. Couch Street, Suite 900

Portland OR 97209, United States

Number of offices

106

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 800-656-6960

Advisors at this firm

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Deborah O

Series 63, Series 65

Denver, CO

M Holdings Securities, INC.
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John L

CFP®, Series 63

Austin, TX

M Holdings Securities, INC.
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Henry P

Series 65

Coral Gables, FL

M Holdings Securities, INC.
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Roger C

Series 63, Series 65

St. Louis, MO

M Holdings Securities, INC.
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Brian C

Series 63, Series 65

Portland, OR

M Holdings Securities, INC.
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Michael M

Series 63, Series 65

Irvine, CA

M Holdings Securities, INC.
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William S

Series 63, Series 66

Prairie Village, KS

M Holdings Securities, INC.
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John P

Series 63, Series 66

Portland, OR

M Holdings Securities, INC.
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Shiv E

CFP®, Series 66

Detroit, MI

M Holdings Securities, INC.
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Jack D

Series 66

Portland, OR

M Holdings Securities, INC.
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Harold H

Series 66

Newark, DE

M Holdings Securities, INC.
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Christopher B

Series 63, Series 65

Dallas, TX

M Holdings Securities, INC.
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Matthew M

Series 63, Series 66

Portland, OR

M Holdings Securities, INC.
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Jeffrey B

Series 63

Perrysburg, OH

M Holdings Securities, INC.
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Lenia M

Series 66

Portland, OR

M Holdings Securities, INC.
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