M Holdings Securities is an investment advisor in Portland with $3.93 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
911802259
SEC advisor number
801-57304
FINRA CRD number
43285
AUM ?
$4.51 bn
(as of 30 Mar 24)
Accounts
9,871
(as of 30 Mar 24)
Employees
706
(234 investment advisory or research)
Address
M Holdings Securities
1125 NW COUCH STREET
PORTLAND
OR 97209
1125 NW COUCH STREET
PORTLAND
OR 97209
Phone
5034147264
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Sep 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
16 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
24 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Aug 21
13F-HR
Quarterly holdings report by institutional manager
12 May 21