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| M Holdings Securities Inc
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|---|---|
| CRD # | 43285 |
| SEC # | 801-57304 |
| CIK # | 0001569638 |
| AUM | 3,206.3 M (2026-03-31) |
| Employees | 1,442 (12% Investors, 49% Brokers) |
| Phone | 800-656-6960 |
| Address | 1125 NW Couch Street Portland, OR 97209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 3.6 | ||
| Honeywell International Inc | 3.4 | ||
| Cisco Systems Inc | 3.3 | ||
| Republic Services Inc | 3.2 | ||
| AT&T Inc | 3.1 | ||
| Oracle Corp | 2.9 | ||
| Verizon Communications Inc | 2.9 | ||
| Bristol Myers Squibb Co | 2.9 | ||
| Pfizer Inc | 2.8 | ||
| UnitedHealth Group Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,290 | 1.9 |
| (b) Individuals (high net worth individuals) | 78 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 130 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 8,115 | 3.2 |
| By Discretionary | ||
| Discretionary | 6,118 | 2.0 |
| Non-Discretionary | 1,997 | 1.2 |
| Total | 8,115 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 8,115 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001569638] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail, Research |
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