Mmhp Investment Advisors

RIASEC RegisteredEst. 1993

Total AUM

$435M

Discretionary

$435M

100% of AUM

Avg account

$337K

Accounts

1,290

Employees

Advisory reps

Firm details

Headquarters: Thomasville, Georgia
CRD number: 107861
Registered since: May 3, 1993
Website: mmhpinvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.94%
Individuals10.03%
Pension & Profit Sharing Plans0.95%
Charitable Organizations0.06%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mmhp Investment Advisors is an independent, SEC‑registered registered investment adviser that has been operating since 1993. The firm is owned privately and positions itself as a capital allocator for individual and family clients, offering a mix of financial planning and discretionary portfolio management across individual, small‑business and institutional relationships. Advisory services listed include financial planning, management of portfolios for individuals and small businesses, management for businesses or institutions, pension consulting and selection of other advisers. The firm also conducts insurance brokerage activity. Fee arrangements are flexible: the advisor charges percentage‑of‑AUM fees and can bill on hourly or fixed‑fee bases for certain engagements. Mmhp does not identify as an active ESG investor.