M Holdings Securities, Inc.
● SEC registered since 2000CRD 43285SEC# 801-57304Portland, OR
Reg. AUM
$3.21B
Employees
1,442
Accounts
8,115
Location
Portland, OR
M Holdings Securities, Inc. assets under management
M Holdings Securities, Inc. is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2000. It reports $3.2 billion in regulatory assets under management and employs 1,442 people.
M Holdings Securities, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Elizabeth Haney-Jackson | Vice President - Principal Operations Officer | Under 5% | 2024 |
| M Financial Holdings Incorporated Control | Equity Owner | Over 75% | 1997 |
| Maria Renee Rogers | Principal Financial Officer | Under 5% | 2007 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does M Holdings Securities, Inc. manage?
M Holdings Securities, Inc. reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does M Holdings Securities, Inc. have?
M Holdings Securities, Inc. reports 1,442 employees.
Where is M Holdings Securities, Inc. located?
M Holdings Securities, Inc. is based in Portland, OR and has been SEC-registered since 2000.
Does M Holdings Securities, Inc. disclose fund performance?
M Holdings Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1125 N.w. Couch Street, Suite 900, Portland, OR 97209 |
| Phone | 800-656-6960 |
| Fax | 503-414-7474 |
| Office hours | 8:00a.m.-5:00p.m. Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1569638 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.21B▼ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$3.21Bregulatory AUM
Discretionary $1.97BNon-discretionary $1.23B