MHP Asset Management

RIASEC Registered
Total AUM
$51.1M
Discretionary
$50.9M
100% of AUM
Avg account
$310K
Accounts
165
Employees
1
Advisory reps
1

Firm details

Headquarters
Tilton, New Hampshire
CRD number
139995
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals52.81%
  • HNWI47.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

MHP Asset Management is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning and discretionary portfolio management, including services for small businesses and institutional clients. Its advisory services also include selecting outside managers, and its billing blends a percentage-of-assets model with hourly charges. MHP does not identify as an active ESG investor and is not flagged as a multistate or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Investment Grade Corp Bonds 18%, Public Funds/Mutual Funds 15%, US Government Bonds 12%, Cash & Cash Equivalents 10%, State & Local Bonds 4%, Derivatives 1%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds18%
  • Public Funds/Mutual Funds15%
  • US Government Bonds12%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Maurice Patterson

    Maurice Patterson

    PartnerCRD 2574783

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tilton, NH

Belknap

Location

Tilton, NH

Headquartered in Tilton, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Belknap
Address
322 W Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth