M Holdings Securities, Inc.

Overview

M Holdings Securities, Inc. is a corporate insurance broker-dealer that has been SEC-registered since 2000. The firm serves both individual/family and institutional clients through a mix of brokerage and advisory activities. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and client education such as newsletters and seminars. Compensation methods include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The organization is identified as an active ESG investor and operates primarily as an intermediary rather than a direct capital allocator; the firm appears to rely on third-party managers and conventional investment products rather than committing proprietary capital. It maintains business affiliations as a broker-dealer, investment adviser and insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices