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 registered investment adviser operating as a limited liability company focused on individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, portfolio services for institutions or businesses, and the selection of third‑party advisers. Its fee model combines a percentage-of-AUM charge with hourly billing for planning or consulting work. In practice MHP tilts toward publicly traded equities as the core building block of client portfolios, but also acts as a capital allocator—bringing in external managers where appropriate. The firm is not an active ESG investor and maintains primarily discretionary relationships with its clients, positioning itself to implement tactical and strategic equity exposures through separately managed accounts and exchange‑traded vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    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

FINTRX

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