DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > oregon > portland
M HOLDINGS SECURITIES, INC.
Tel: 800-656-6960
1125 N.W. Couch Street Suite 900
Portland, Oregon 97209
M HOLDINGS SECURITIES, INC.
M HOLDINGS SECURITIES, INC. is a Portland, Oregon based financial advisory firm with nearly $4,513,584,910 in assets under management and provides investment advisory services for 9871 clients. There are currently 706 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
43285
SEC#:
801-57304
No. of Clients:
9871
Assets under Management
$4,513,584,910
No. of Advisors:
706
More Financial Advisory Firms in Portland, Oregon
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| STANCORP INVESTMENT ADVISERS, INC. | 110228 | 112 |
| GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | 9 |
| JENSEN INVESTMENT MANAGEMENT INC. | 105281 | 41 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | 60 |
| NORTHWEST CAPITAL MANAGEMENT INC. | 108091 | 17 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | 225 |
More Firms in Portland, Oregon >>