M Holdings Securities, Inc., OR — Investment Adviser | BuildTrust

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M HOLDINGS SECURITIES, INC.

Investment AdvicePORTLAND, OR

Assets Under Management

$4.1B

Total AUM

Donut chart: Discretionary 2.6B, Non-Discretionary 1.5B
Category	Value
Discretionary	2.6B
Non-Discretionary	1.5B

Adviser Information

Field	Value
CRD Number	43285
SEC Number	801-57304
Street Address	1125 N.W. COUCH STREET
Street Address 2	SUITE 900
Location	PORTLAND, OR 97209
Country	United States
Phone	800-656-6960
Fax	503-414-7474
Total Employees	1,442
Business Types	broker_dealer, insurance_broker

Client Count by Type (3,621 Total)

Horizontal bar chart: Individuals (other than H… 2,890, High Net Worth Individual… 647, Pension/Profit Sharing Pl… 40, Corporations/Businesses 40, Other Investment Advisers 4
Category	Value
Individuals (other than H…	2,890
High Net Worth Individual…	647
Pension/Profit Sharing Pl…	40
Corporations/Businesses	40
Other Investment Advisers	4