Manager, Risk Assessment & Strategic Response

0001569638-23-000004.txt : 20230926 0001569638-23-000004.hdr.sgml : 20230926 20230926134245 ACCESSION NUMBER: 0001569638-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230926 DATE AS OF CHANGE: 20230926 EFFECTIVENESS DATE: 20230926 FILER: COMPANY DATA: COMPANY CONFORMED NAME: M Holdings Securities, Inc. CENTRAL INDEX KEY: 0001569638 IRS NUMBER: 911802259 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15330 FILM NUMBER: 231279686 BUSINESS ADDRESS: STREET 1: 1125 NW COUCH STREET CITY: PORTLAND STATE: OR ZIP: 97209 BUSINESS PHONE: 5034147264 MAIL ADDRESS: STREET 1: 1125 NW COUCH STREET CITY: PORTLAND STATE: OR ZIP: 97209 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001569638 XXXXXXXX 06-30-2023 06-30-2023 M Holdings Securities, Inc.

1125 NW COUCH STREET PORTLAND OR 97209

13F COMBINATION REPORT 028-15330 0001730083 028-18427 M Financial Asset Management, Inc. N Matthew Nakamura Manager, Risk Assessment & Strategic Response 503-414-7676 Matthew Nakamura San Diego CA 09-26-2023 1 207 484899 false 1 0001730083 028-18427 M Financial Asset Management, Inc. 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