M Holdings Securities, Inc.

M Holdings Securities, Inc. offers portfolio management for individuals and/or small businesses, educational seminars/workshops, financial planning services, selection of other advisers, pension consulting services, portfolio management for businesses, publication of periodicals or newsletters and also performs business activities as insurance broker or agent, broker-dealer.

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+1 (800) 656-6960

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Hourly charges

Fixed fees

A percentage of assets under management

Hourly charges

Fixed fees

Operations

Insurance broker or agent

Broker-dealer

Branches

765

Employees

278

Investment Advisors

765

Employees

278

Investment Advisors

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+1 (800) 656-6960

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Client Types

Individuals
Companies & Institutions

98.3%

9,540

Account Overview

Assets
Accounts
Assets per Account

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