M HOLDINGS SECURITIES, INC.

Tel: 800-656-6960

1125 N.W. Couch Street
Suite 900
Portland, Oregon 97209

Inquire with M HOLDINGS SECURITIES, INC.

About M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC. is a Portland, Oregon based financial advisory firm with nearly $3,932,369,637 in assets under management and provides investment advisory services for 10065 clients. There are currently 738 financial advisors at the firm.

General Information

Firm CRD#:		43285
SEC#:		801-57304
Assets under Management:		$3,932,369,637
No. of Clients:		10065
No. of Advisors:		738
Advisory Services Provided:		Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Publication of periodicals or Newsletters, Educational Seminars/ Workshops
Fee Structure:		A Percentage of AUM, Hourly charges, Fixed Fees

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