M HOLDINGS SECURITIES INC
Q4 2022 Form 13-F
PORTLAND, OREGON
$949.0M Reported Value Total
M HOLDINGS SECURITIES, INC. reports 10,065 total accounts under management (AUM). There are 6,281 discretionary accounts valued at $2,581,055,525, and 3,784 non-discretionary accounts valued at $1,351,314,112.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.