M HOLDINGS SECURITIES, INC.
CRD #43285 SEC #801-57304 PORTLAND, OR 800-656-6960
SEC Registered Broker-Dealer Disclosures
Total AUM
$4.1B
Discretionary
$2.6B
Employees
1,442
Clients
51
Accounts
8,234
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $4.1B | $2.6B | $1.5B | 1,442 | 0 |
| Oct 2025 | $4.1B | $2.6B | $1.5B | 1,442 | 0 |
| Jul 2025 | $4.1B | $2.6B | $1.5B | 1,442 | 0 |
| Mar 2025 | $4.1B | $2.6B | $1.5B | 1,442 | 0 |
| Nov 2024 | $4.5B | $2.9B | $1.6B | 706 | 10,065 |
| Aug 2024 | $4.5B | $2.9B | $1.6B | 706 | 10,065 |
| Mar 2024 | $4.5B | $2.9B | $1.6B | 706 | 10,065 |
| Mar 2024 | $3.9B | $2.6B | $1.4B | 738 | 10,065 |
| Oct 2023 | $3.9B | $2.6B | $1.4B | 738 | 10,065 |
| Oct 2023 | $3.9B | $2.6B | $1.4B | 738 | 10,065 |
| Jun 2023 | $3.9B | $2.6B | $1.4B | 738 | 10,065 |
| Mar 2023 | $3.9B | $2.6B | $1.4B | 738 | 10,065 |
| Jan 2023 | $4.6B | $3.3B | $1.3B | 765 | 9,704 |
| Apr 2022 | $4.6B | $3.3B | $1.3B | 765 | 9,704 |
| Mar 2022 | $4.6B | $3.3B | $1.3B | 765 | 9,704 |
| Jan 2022 | $3.9B | $3.9B | $0 | 765 | 9,424 |
| Mar 2021 | $3.9B | $3.9B | $0 | 765 | 9,424 |
| Jun 2020 | $3.8B | $3.8B | $0 | 834 | 11,077 |
| Jun 2020 | $3.8B | $3.8B | $0 | 834 | 11,077 |
| Mar 2020 | $3.8B | $3.8B | $0 | 834 | 11,077 |
| Jul 2019 | $2.8B | $2.8B | $0 | 852 | 8,297 |
| Apr 2019 | $2.8B | $2.8B | $0 | 852 | 8,297 |
| Mar 2019 | $2.8B | $2.8B | $0 | 852 | 8,297 |
| Jul 2018 | $3B | $3B | $0 | 279 | 7,718 |
| Jul 2018 | $3B | $3B | $0 | 279 | 7,718 |
| Mar 2018 | $3B | $3B | $0 | 279 | 7,718 |
| Sep 2017 | $1.5B | $1.3B | $268.5M | 170 | 27,400 |
| Jun 2017 | $1.5B | $1.3B | $268.5M | 170 | 27,400 |
| Mar 2017 | $1.5B | $1.3B | $268.5M | 170 | 27,400 |
| Apr 2016 | $958.2M | $834.4M | $123.8M | 170 | 5,400 |
| Mar 2016 | $958.2M | $834.4M | $123.8M | 170 | 5,400 |
| Feb 2016 | $957.8M | $824.2M | $133.6M | 160 | 5,593 |
| Aug 2015 | $957.8M | $824.2M | $133.6M | 160 | 5,593 |
| Mar 2015 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Feb 2015 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Jan 2015 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Jan 2015 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Dec 2014 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Nov 2014 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Oct 2014 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Jun 2014 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Mar 2014 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Mar 2014 | $733.8M | $677.2M | $56.6M | 140 | 4,700 |
| Oct 2013 | $825.8M | $611.1M | $214.8M | 149 | 2,600 |
| Aug 2013 | $825.8M | $611.1M | $214.8M | 149 | 2,600 |
| May 2013 | $825.8M | $611.1M | $214.8M | 149 | 2,600 |
| Mar 2013 | $825.8M | $611.1M | $214.8M | 149 | 2,600 |
| Mar 2013 | $429.7M | $373.7M | $56.1M | 131 | 2,500 |
| Jan 2013 | $429.7M | $373.7M | $56.1M | 131 | 2,500 |
| Nov 2012 | $429.7M | $373.7M | $56.1M | 131 | 2,500 |
| Oct 2012 | $429.7M | $373.7M | $56.1M | 51 | 2,500 |
| May 2012 | $429.7M | $373.7M | $56.1M | 51 | 2,500 |
| Apr 2012 | $429.7M | $373.7M | $56.1M | 51 | 2,500 |
| Mar 2012 | $429.7M | $373.7M | $56.1M | 51 | 2,500 |
| Jun 2011 | $385.2M | $335.2M | $50M | 51 | -- |
| Jun 2011 | $385.2M | $335.2M | $50M | 51 | -- |
| May 2011 | $385.2M | $335.2M | $50M | 51 | -- |
| May 2011 | $385.2M | $335.2M | $50M | 51 | -- |
| Apr 2011 | $385.2M | $335.2M | $50M | 51 | -- |
| Mar 2011 | $331.8M | $276.6M | $55.2M | 51 | -- |
| Mar 2011 | $331.8M | $276.6M | $55.2M | 51 | -- |
| Dec 2010 | $331.8M | $276.6M | $55.2M | 51 | -- |
| Mar 2010 | $331.8M | $276.6M | $55.2M | 51 | -- |
| Jan 2010 | $192.3M | $141.3M | $51M | 251 | -- |
| Oct 2009 | $192.3M | $141.3M | $51M | 251 | -- |
| Sep 2009 | $192.3M | $141.3M | $51M | 251 | -- |
| Mar 2009 | $192.3M | $141.3M | $51M | -- | -- |
| Mar 2008 | $266M | $243.3M | $22.7M | 51 | -- |
| Oct 2007 | $266M | $243.3M | $22.7M | 51 | -- |
| May 2007 | $266M | $243.3M | $22.7M | 51 | -- |
| Apr 2007 | $266M | $243.3M | $22.7M | 51 | -- |
| Mar 2007 | $266M | $243.3M | $22.7M | 51 | -- |
| Jun 2004 | $621.2M | $409.1M | $212.1M | -- | -- |
| Mar 2004 | $621.2M | $409.1M | $212.1M | -- | -- |
| Mar 2004 | $82M | $73.5M | $8.5M | 51 | -- |
| Dec 2003 | $82M | $73.5M | $8.5M | 51 | -- |
| Nov 2003 | $82M | $73.5M | $8.5M | 51 | -- |
| Nov 2003 | $82M | $73.5M | $8.5M | 51 | -- |
| Nov 2003 | $82M | $73.5M | $8.5M | 51 | -- |
| Mar 2002 | $107M | $49.1M | $57.9M | 10 | -- |
| Sep 2001 | $13.5M | $0 | $13.5M | 10 | -- |
| Aug 2001 | $13.5M | $0 | $13.5M | 10 | -- |
DateDec 2025
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees1,442
Clients0
DateOct 2025
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees1,442
Clients0
DateJul 2025
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees1,442
Clients0
DateMar 2025
Total AUM$4.1B
Discretionary$2.6B
Non-Disc.$1.5B
Employees1,442
Clients0
DateNov 2024
Total AUM$4.5B
Discretionary$2.9B
Non-Disc.$1.6B
Employees706
Clients10,065
DateAug 2024
Total AUM$4.5B
Discretionary$2.9B
Non-Disc.$1.6B
Employees706
Clients10,065
DateMar 2024
Total AUM$4.5B
Discretionary$2.9B
Non-Disc.$1.6B
Employees706
Clients10,065
DateMar 2024
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.4B
Employees738
Clients10,065
DateOct 2023
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.4B
Employees738
Clients10,065
DateOct 2023
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.4B
Employees738
Clients10,065
DateJun 2023
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.4B
Employees738
Clients10,065
DateMar 2023
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.4B
Employees738
Clients10,065
DateJan 2023
Total AUM$4.6B
Discretionary$3.3B
Non-Disc.$1.3B
Employees765
Clients9,704
DateApr 2022
Total AUM$4.6B
Discretionary$3.3B
Non-Disc.$1.3B
Employees765
Clients9,704
DateMar 2022
Total AUM$4.6B
Discretionary$3.3B
Non-Disc.$1.3B
Employees765
Clients9,704
DateJan 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees765
Clients9,424
DateMar 2021
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees765
Clients9,424
DateJun 2020
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees834
Clients11,077
DateJun 2020
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees834
Clients11,077
DateMar 2020
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees834
Clients11,077
DateJul 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees852
Clients8,297
DateApr 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees852
Clients8,297
DateMar 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees852
Clients8,297
DateJul 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees279
Clients7,718
DateJul 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees279
Clients7,718
DateMar 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees279
Clients7,718
DateSep 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$268.5M
Employees170
Clients27,400
DateJun 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$268.5M
Employees170
Clients27,400
DateMar 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$268.5M
Employees170
Clients27,400
DateApr 2016
Total AUM$958.2M
Discretionary$834.4M
Non-Disc.$123.8M
Employees170
Clients5,400
DateMar 2016
Total AUM$958.2M
Discretionary$834.4M
Non-Disc.$123.8M
Employees170
Clients5,400
DateFeb 2016
Total AUM$957.8M
Discretionary$824.2M
Non-Disc.$133.6M
Employees160
Clients5,593
DateAug 2015
Total AUM$957.8M
Discretionary$824.2M
Non-Disc.$133.6M
Employees160
Clients5,593
DateMar 2015
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateFeb 2015
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateJan 2015
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateJan 2015
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateDec 2014
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateNov 2014
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateOct 2014
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateJun 2014
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateMar 2014
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateMar 2014
Total AUM$733.8M
Discretionary$677.2M
Non-Disc.$56.6M
Employees140
Clients4,700
DateOct 2013
Total AUM$825.8M
Discretionary$611.1M
Non-Disc.$214.8M
Employees149
Clients2,600
DateAug 2013
Total AUM$825.8M
Discretionary$611.1M
Non-Disc.$214.8M
Employees149
Clients2,600
DateMay 2013
Total AUM$825.8M
Discretionary$611.1M
Non-Disc.$214.8M
Employees149
Clients2,600
DateMar 2013
Total AUM$825.8M
Discretionary$611.1M
Non-Disc.$214.8M
Employees149
Clients2,600
DateMar 2013
Total AUM$429.7M
Discretionary$373.7M
Non-Disc.$56.1M
Employees131
Clients2,500
DateJan 2013
Total AUM$429.7M
Discretionary$373.7M
Non-Disc.$56.1M
Employees131
Clients2,500
DateNov 2012
Total AUM$429.7M
Discretionary$373.7M
Non-Disc.$56.1M
Employees131
Clients2,500
DateOct 2012
Total AUM$429.7M
Discretionary$373.7M
Non-Disc.$56.1M
Employees51
Clients2,500
DateMay 2012
Total AUM$429.7M
Discretionary$373.7M
Non-Disc.$56.1M
Employees51
Clients2,500
DateApr 2012
Total AUM$429.7M
Discretionary$373.7M
Non-Disc.$56.1M
Employees51
Clients2,500
DateMar 2012
Total AUM$429.7M
Discretionary$373.7M
Non-Disc.$56.1M
Employees51
Clients2,500
DateJun 2011
Total AUM$385.2M
Discretionary$335.2M
Non-Disc.$50M
Employees51
Clients--
DateJun 2011
Total AUM$385.2M
Discretionary$335.2M
Non-Disc.$50M
Employees51
Clients--
DateMay 2011
Total AUM$385.2M
Discretionary$335.2M
Non-Disc.$50M
Employees51
Clients--
DateMay 2011
Total AUM$385.2M
Discretionary$335.2M
Non-Disc.$50M
Employees51
Clients--
DateApr 2011
Total AUM$385.2M
Discretionary$335.2M
Non-Disc.$50M
Employees51
Clients--
DateMar 2011
Total AUM$331.8M
Discretionary$276.6M
Non-Disc.$55.2M
Employees51
Clients--
DateMar 2011
Total AUM$331.8M
Discretionary$276.6M
Non-Disc.$55.2M
Employees51
Clients--
DateDec 2010
Total AUM$331.8M
Discretionary$276.6M
Non-Disc.$55.2M
Employees51
Clients--
DateMar 2010
Total AUM$331.8M
Discretionary$276.6M
Non-Disc.$55.2M
Employees51
Clients--
DateJan 2010
Total AUM$192.3M
Discretionary$141.3M
Non-Disc.$51M
Employees251
Clients--
DateOct 2009
Total AUM$192.3M
Discretionary$141.3M
Non-Disc.$51M
Employees251
Clients--
DateSep 2009
Total AUM$192.3M
Discretionary$141.3M
Non-Disc.$51M
Employees251
Clients--
DateMar 2009
Total AUM$192.3M
Discretionary$141.3M
Non-Disc.$51M
Employees--
Clients--
DateMar 2008
Total AUM$266M
Discretionary$243.3M
Non-Disc.$22.7M
Employees51
Clients--
DateOct 2007
Total AUM$266M
Discretionary$243.3M
Non-Disc.$22.7M
Employees51
Clients--
DateMay 2007
Total AUM$266M
Discretionary$243.3M
Non-Disc.$22.7M
Employees51
Clients--
DateApr 2007
Total AUM$266M
Discretionary$243.3M
Non-Disc.$22.7M
Employees51
Clients--
DateMar 2007
Total AUM$266M
Discretionary$243.3M
Non-Disc.$22.7M
Employees51
Clients--
DateJun 2004
Total AUM$621.2M
Discretionary$409.1M
Non-Disc.$212.1M
Employees--
Clients--
DateMar 2004
Total AUM$621.2M
Discretionary$409.1M
Non-Disc.$212.1M
Employees--
Clients--
DateMar 2004
Total AUM$82M
Discretionary$73.5M
Non-Disc.$8.5M
Employees51
Clients--
DateDec 2003
Total AUM$82M
Discretionary$73.5M
Non-Disc.$8.5M
Employees51
Clients--
DateNov 2003
Total AUM$82M
Discretionary$73.5M
Non-Disc.$8.5M
Employees51
Clients--
DateNov 2003
Total AUM$82M
Discretionary$73.5M
Non-Disc.$8.5M
Employees51
Clients--
DateNov 2003
Total AUM$82M
Discretionary$73.5M
Non-Disc.$8.5M
Employees51
Clients--
DateMar 2002
Total AUM$107M
Discretionary$49.1M
Non-Disc.$57.9M
Employees10
Clients--
DateSep 2001
Total AUM$13.5M
Discretionary$0
Non-Disc.$13.5M
Employees10
Clients--
DateAug 2001
Total AUM$13.5M
Discretionary$0
Non-Disc.$13.5M
Employees10
Clients--