| 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 |
M Holdings Securities, Inc. reports $4.1 billion in regulatory assets under management on its Form ADV.
M Holdings Securities, Inc. reports 1,442 employees.
M Holdings Securities, Inc. is based in Portland, OR and has been SEC-registered since 2000.
M Holdings Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $2.56B |
| Non-discretionary | $1.52B |
| Total (RAUM) | $4.08B |