M HOLDINGS SECURITIES, INC.

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

About M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC. is a Portland, Oregon based financial advisory firm with nearly $4,513,584,910 in assets under management and provides investment advisory services for 9871 clients. There are currently 706 financial advisors at the firm.

General Information

Firm CRD#:

43285

Firm SEC#:

801-57304

Assets Under Management:

$4,513,584,910

No. of Clients:

9871

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

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