Assets Under Management
$4.1B
Number of Clients
3,621
Number of Advisors
327
Average Client AUM
$1.1M
AUM per Advisor
$12.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
M Holdings Securities is an SEC-registered investment advisor providing investment management, retirement consulting, and financial planning services. They operate through a network of financial professionals within independently operated businesses. They offer various programs, including wrap fee programs and advisory services, with discretionary and non-discretionary options.
1125 N.W. Couch Street, Suite 900, Portland, OR, 97209