Adam
Truitt

M Holdings Securities, Inc

CRD#4877422
Investment Advisor
in Denver, CO
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About this Advisor

Adam Truitt is a certified financial planner based out of Denver, Colorado, who has 14 years in the industry. Truitt is an advisor for M Holdings Securities, Inc. Over the course of their career, Truitt has held roles at M Holdings Securities, Inc, Cobiz and Financial Designs LTD. Truitt maintains a Series 63 license, certifying them as a securities broker, and is registered to advise clients in Colorado. M Holdings Securities, Inc is a company operating in Denver, Colorado. The firm has offices in 113 locations and a total of 279 advisors. It manages $3 billion in assets between its 7,718 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 7,718 customer accounts, just 14% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually depend on the type of financial services offered. Fees charged by M Holdings Securities, Inc can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

7979 E Tufts Suite 1550
Denver, CO 80237

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$2,799,355,830

CO Average: $1,120,203,312
Total Number of Employees

852

CO Average: 50
Total Number of Accounts

8,297

CO Average: 1,309
Average Account Size

$337,394

CO Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Adam Truitt Work History

Adam has 14 years of experience.

2012 - Present (7 years)

Financial Designs LTD

2004 - Present (15 years)

M Holdings Securities, Inc

2004 - 2012 (8 years)

Cobiz

Disclosures

Adam Truitt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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