M Holdings Securities, Inc.

M HOLDINGS SECURITIES, INC. is an SEC-registered investment adviser in PORTLAND, OR, registered since 2000. The firm manages $3.2 billion in assets, with $2.0...

M Holdings Securities, Inc.

M HOLDINGS SECURITIES, INC. is an SEC-registered investment adviser in PORTLAND, OR, registered since 2000. The firm manages $3.2 billion in assets, with $2.0 billion managed on a discretionary basis. It employs 1442 staff and 171 investment advisers.

General information

Firm type

Asset Manager

What regulatory status does M Holdings Securities, Inc. hold?

M Holdings Securities, Inc. is registered as a broker-dealer with the U.S. Securities and Exchange Commission, per the SEC's public database. This registration indicates it is authorized to engage in securities transactions, but does not reveal its ownership or investment strategy.

Is M Holdings Securities, Inc. a single-family office?

There is no public evidence confirming M Holdings Securities, Inc. functions as a single-family office. Its SEC registration suggests it may act as a distribution or advisory intermediary rather than managing capital for a single family. Without ownership disclosures, its institutional role remains unclear.

What investment sectors does M Holdings Securities, Inc. target?

No investment sector preferences are publicly documented for M Holdings Securities, Inc. The firm does not maintain a public website, press releases, or filings that specify its asset-class or sector focus. External sources provide no portfolio holdings or deal activity.

How can I verify M Holdings Securities, Inc.'s team and leadership?

Current leadership or professional staff are not disclosed in accessible public records. The firm lacks a public website, LinkedIn page, or significant media coverage. The SEC's BrokerCheck system lists the entity's registration status but does not provide individual names or titles.

Does M Holdings Securities, Inc. have any known philanthropic or operating affiliates?

No philanthropic foundations, operating companies, or affiliated investment vehicles have been publicly linked to M Holdings Securities, Inc. The public record contains no mention of foundations, charitable trusts, or side-by-side investment structures.

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