Meridith Gail Mimbs

M Holdings Securities, INC.

16 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

M Holdings Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

327 advisors

Number of Clients

3,621 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$4.1B

Fee Structure

Minimum Investment:$10K

Location

200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339

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History

Regulatory History (1)

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Judgment / Lien

August 2021

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Other Business Activities

Meridith is the Director of Private Client Services at Crescent Wealth Advisory, dedicating full-time hours to running Addepar and relationship management. She also owns Duality Embodiment LLC, where she facilitates trauma-informed breath work, spending about 10-20% of her time on this business.