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: 146

For More Information

CEOBridget McNamara-Fenesy
Top ExecutiveValerie Bolch Pimenta
Recruiting ContactJeff Bear
Compliance ContactJill Ehret

Casey Dougherty
(503) 414-7693
Marketing ContactShaunmarie Gutbezahl
Technology Operations ContactDean Beckley

Recruitment & Staffing

2019 2018 2017
No. of reps769806830
No. of reps, male
No. of reps, female
No. of producing reps545512543
No. of producing reps, male
No. of producing reps, female
No. of reps producing $100K-$499K /year120155182
No. of reps producing $500K+ /year977882
No. of CFPs696864
No. of full-time employees677057
No. of fee-based advisers served280240269
Average payout per rep, per year$292,743$314,941$284,530
Avg. annual production of top 20% reps$34,129,970$1,204,500$1,100,370
Total payout, per year$156,617,513$161,249,830$154,503,400
Cost of E&O insurance per rep, per year3400
Affiliation fees charged per rep, per year$240 - $2,040
Affiliation fee coverageCompliance and supervision
2019 2018 2017
Total revenues$170,649,848$175,742,932$165,516,984
Commission revenues$165,676,525$144,659,074$137,677,168
Securities revenues$330,208$431,804$411,538
Securities revenues: Stocks$211,691$373,205$381,572
Securities revenues: Bonds$114,359$52,535$24,507
Securities revenues: ETFs
Securities revenues: Other$4,158$6,064$5,459
Mutual fund revenues$3,453,051$4,202,952$5,748,751
Annuities revenues$14,451,366$15,691,509$17,018,585
Annuities revenues: Fixed$1,326,003$984,296
Annuities revenues: Variable$10,315,100$11,092,872
Annuities revenues: Other$4,050,406$4,941,417
Insurance revenue$119,187,740$123,981,746$113,739,927
Insurance revenues: Life$119,187,740$123,981,746$113,739,927
Insurance revenues: Disabilities
Insurance revenues: LTC
Insurance revenues: Other
Alternative revenues$172,593$224,817$303,510
Alternative revenues: Hedge funds0
Alternative revenues: Managed futures0
Alternative revenues: Private placements0
Alternative revenues: REITs0
Alternative revenues: Other$224,817$303,510
Other commission revenues$309,500$126,246$454,857
Fee revenues$27,772,068$25,836,194$22,857,259
Fee revenues: Rep-managed accounts
Fee revenues: Firm-managed accounts
Fee revenues: Outside-managed accounts
Fee revenues: Other0$25,836,194$22,857,259
Total revenues: Other$4,973,323$5,247,664$4,982,557
2019 2018 2017
Total account assets$48,800,000,000$49,000,000,000$36,500,000,000
Fee-based assets$3,709,136,819$3,006,404,149$2,840,000,000
Fee-based assets: Clearing firm
Fee-based assets: Advisory firm platforms
Fee-based assets: Third-party money managers
Fee-based assets: Other$3,709,136,819$3,006,404,149$2,840,000,000
Total account assets: Other$48,090,863,181$45,993,595,851$33,660,000,000
Average assets per rep$63,459,038$60,794,045$43,975,904

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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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