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M. Holdings Securities, Inc.
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M. Holdings Securities, Inc. Share
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Portland, Oregon
$3.8 billion AUM
98 offices

M. Holdings Securities, Inc. is based in Portland, Oregon and has $3.8 billion in assets under management.

1125 N.W. Couch Street
Suite 900
Portland, OR 97209
$3.8 billion
AUM Share
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Assets under management
9,383 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 7,868 $1,848,904,989 48% $234,990
High net worth individuals 1,266 $1,810,212,956 47% $1,429,868
Pension and profit sharing plans 80 $36,707,201 1% $458,840
Other corporations or businesses 169 $121,105,684 3% $716,602
Employees Share
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Investment analysts
34% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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M. Holdings Securities, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

M. Holdings Securities, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Business activities
  • Broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 43,285
SEC number 801-57304
Legal structure Corporation
Legal governance Oregon, United States
Latest ADV filing date March 30, 2020

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