M Holdings Securities Inc. (M Securities)

M Holdings Securities Inc. (M Securities)

A subsidiary of M Financial Group

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1125 N.W. Couch St.

Portland, OR 97209

(503) 232-6960

mfin.com

Clearing firm: Charles Schwab, Pershing LLC

No. advisers: 830

No. franchises: 180

AUM: $36,500,000,000

Year founded: 2000

Year end: Dec. 31

No. of retail offices: 178

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Additional data available to subscribers:
  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Offers robo-advisory platform?
  • If not, when plans to offer a robo-platform
  • Robo-advice services offered
  • How robo-platform developed
  • Charge for robo-advisory services?

For More Information

CEOBridget McNamara-Fenesy
Top ExecutiveSara Andres
Recruiting ContactJeff Bear
Compliance ContactSara Andres
Marketing ContactJacob Boston
E-mail
Technology Operations ContactThomas Elliot
E-mail

Recruitment & Staffing

2017 2016 2015
No. of reps830856862
No. of producing reps543558561
No. of reps producing $100K-$499K /year182163164

Payout grid is available to Data Center subscribers only.

Subscribe or log in to the B-D Data Center for access to all available data.

2017 2016 2015
Total revenues$165,517,049$148,000,000$156,500,000
Commission revenues$136,309,034$128,749,569$138,925,000
Fee revenues$22,857,259$16,050,223$14,468,682
Total revenues: Other$6,350,754$3,200,208$3,106,318
2017 2016 2015
Total account assets$36,500,000,000$34,042,891,000$33,944,166,974
Fee-based assets$2,840,000,000$4,428,363,000$4,388,974,000
Total account assets: Other$33,660,000,000$29,614,528,000$29,555,192,974
Average assets per rep$43,975,904$39,769,732$39,378,384
    Notes
  • 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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