# M Holdings Securities, Inc.

M Holdings Securities, Inc. is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 43285
- **SEC file number:** 801-57304
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/43285

## About

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.

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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