MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 110516
- Registered since
- August 19, 1981
- Website
- www.mhinvestments.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.63%
- Individuals7.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MH & Associates Securities Management Corporation is an individually owned advisory corporation that has been SEC-registered since 1981. The firm focuses on portfolio management for individuals and small businesses, serving a client base made up primarily of individual and family investors. It charges fees as a percentage of assets under management and does not identify itself as an active ESG investor or as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- US Government Bonds17%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds1%
Contacts
3 of 4Daniel Meichelbock
Vice President & Portfolio ManagerCRD 6998928
JOHN HEILMAN
PresidentCRD 4393033
Andrew Heilman
Vice President & Portfolio ManagerCRD 7426577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$20M in ETFs
100%
$20M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MERK GOLD ETF (OUNZ) | VanEck | Passive | Commodities Focused | $5.9M | 131,271 | 29.50% |
Location
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 2888 Loker Ave E
- Time zone
- PT (UTC-8)
- Office locations
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