M HOLDINGS SECURITIES, INC.
SEC Form ADV profile.
Total regulatory AUM
$3,206,330,654
Discretionary
$1,971,698,764
Non-discretionary
$1,234,631,890
Firm details
- CRD number
- 43285
- SEC file number
- 801-57304
- Main office
- PORTLAND, OR, United States
- Employees
- 1,442
- SEC status
- Approved
- Website
- HTTPS://MFIN.COM/M-SECURITIES
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.