MDH Investment Management, Inc.

RIASEC Registered

Total AUM

$76.1M

Discretionary

$76.1M

100% of AUM

Avg account

$394K

Accounts

193

Employees

1

Advisory reps

2

Firm details

Headquarters: East Liverpool, Ohio
CRD number: 133127
Website: www.mdhinv.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI48.18%
Individuals22.96%
Charitable Organizations14.8%
Pension & Profit Sharing Plans13.56%
Corporations / Businesses0.51%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MDH Investment Management, Inc. is a small, privately owned corporation that provides fee-based portfolio management primarily to individual and family clients as well as some business and institutional accounts. The firm operates on a percentage-of-AUM fee model and focuses on discretionary portfolio management for individuals/small businesses and for businesses or institutions. MDH does not identify as an active ESG investor and is not positioned as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities87%
US Government Bonds10%
Cash & Cash Equivalents2%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

Marc Hoffrichter
Founder and CIOCRD 4473789

Contacts

1 of 1

David Bickerton
PresidentCRD 5745345

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

East Liverpool, OH

Columbiana

Location

East Liverpool, OH

Headquartered in East Liverpool, OH, anchoring the Youngstown-Warren, OH-PA metro in the Midwest.

Metro area: Youngstown-Warren, OH-PA
Region: Midwest
County: Columbiana
Address: 15387 State Route 170
Time zone: ET (UTC-5)
Office locations

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