M Holdings Securities Inc. (M Securities)

M Holdings Securities Inc. (M Securities)

A subsidiary of M Financial Group


1125 N.W. Couch St.

Portland, OR 97209

(503) 232-6960


No. advisers: 769

No. franchises: 162

AUM: $48,800,000,000

Year founded: 2000

Year end: Dec. 31

No. of retail offices: 142

For More Information

CEOBridget McNamara-Fenesy
Top ExecutiveValerie Bolch Pimenta
Recruiting ContactJeff Bear
Compliance ContactCasey Dougherty
(503) 414-7693
Marketing ContactAngela Clayton Schmidt
(503) 414-7679
Technology Operations ContactDean Beckley

Recruitment & Staffing

2020 2019 2018
No. of reps747769806
No. of reps, male
No. of reps, female
No. of producing reps512545512
No. of producing reps, male
No. of producing reps, female
No. of reps producing $100K-$499K /year125120155
No. of reps producing $500K+ /year819778
No. of CFPs646968
No. of full-time employees506770
No. of fee-based advisers served271280240
Average payout per rep, per year$285,895$292,743$314,941
Avg. annual production of top 20% reps$33,339,320$34,129,970$1,204,500
Total payout, per year$152,953,936$156,617,513$161,249,830
Cost of E&O insurance per rep, per year2700
Affiliation fees charged per rep, per year
Affiliation fee coverage
2020 2019 2018
Total revenues$166,696,598$170,649,848$175,742,932
Commission revenues$161,981,540$165,676,525$144,659,074
Securities revenues$339,103$330,208$431,804
Securities revenues: Stocks$255,206$211,691$373,205
Securities revenues: Bonds$76,541$114,359$52,535
Securities revenues: ETFs
Securities revenues: Other$7,356$4,158$6,064
Mutual fund revenues$3,307,582$3,453,051$4,202,952
Annuities revenues$13,996,905$14,451,366$15,691,509
Annuities revenues: Fixed$1,326,003
Annuities revenues: Variable$10,315,100
Annuities revenues: Other$4,050,406
Insurance revenue$116,826,677$119,187,740$123,981,746
Insurance revenues: Life$116,826,677$119,187,740$123,981,746
Insurance revenues: Disabilities
Insurance revenues: LTC
Insurance revenues: Other
Alternative revenues$546,550$172,593$224,817
Alternative revenues: Hedge funds
Alternative revenues: Managed futures
Alternative revenues: Private placements
Alternative revenues: REITs
Alternative revenues: Other$224,817
Other commission revenues$224,475$309,500$126,246
Fee revenues$26,740,248$27,772,068$25,836,194
Fee revenues: Rep-managed accounts
Fee revenues: Firm-managed accounts
Fee revenues: Outside-managed accounts
Fee revenues: Other0$25,836,194
Total revenues: Other$4,715,057$4,973,323$5,247,664
2020 2019 2018
Total account assets$6,037,994,892$48,800,000,000$49,000,000,000
Fee-based assets$3,897,193,145$3,709,136,819$3,006,404,149
Fee-based assets: Clearing firm
Fee-based assets: Advisory firm platforms
Fee-based assets: Third-party money managers
Fee-based assets: Other$3,897,193,145$3,709,136,819$3,006,404,149
Total account assets: Other$48,090,863,181$45,993,595,851
Average assets per rep$8,082,992$63,459,038$60,794,045

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Offers robo-advisory platform?N
If not, when plans to offer a robo-platform
Robo-advice services offered
How robo-platform developed
Charge for robo-advisory services?
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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