Meridith Gail Mimbs

M Holdings Securities, INC.

16 Years of Experience

View SEC Summary

Firm Information

M Holdings Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

327 advisors

Number of Clients

3,621 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$4.1B

Fee Structure

This firm offers various investment management services, including wrap fee programs and advisory services. Fees vary based on the program chosen, the amount of assets managed, and the rate negotiated with your Financial Professional. Minimum account sizes vary by program. Clients also pay separately for trade execution and third-party sub-advisors in non-wrap advisory services.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

August 2021

View Full SEC Report How to Read Disclosures

Other Business Activities

Meridith is the Director of Private Client Services at Crescent Wealth Advisory, dedicating full-time hours to running Addepar and relationship management. She also owns Duality Embodiment LLC, where she facilitates trauma-informed breath work, spending about 10-20% of her time on this business.