Key facts
- M HOLDINGS SECURITIES, INC. is a other based in PORTLAND, OR.
- M HOLDINGS SECURITIES, INC. reports $5.2M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 43285- Regulatory AUM
- $5.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 1442
- Registered office
- PORTLAND, OR
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for M HOLDINGS SECURITIES, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is M HOLDINGS SECURITIES, INC.'s AUM?
- M HOLDINGS SECURITIES, INC. manages approximately $5.2M in assets.