|
⚲
|
| MH & Associates Securities Management Corp
✚
|
|
|---|---|
| CRD # | 110516 |
| SEC # | 801-16281 |
| CIK # | |
| AUM | $141.2 MM (2022-08-12) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 626-440-9694 |
| Address | 2888 Loker Avenue East Carlsbad, CA 92010 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 10.9 |
| (b) Individuals (high net worth individuals) | 44 | 130.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 141.2 |
| By Discretionary | ||
| Discretionary | 156 | 130.7 |
| Non-Discretionary | 1 | 10.5 |
| Total | 157 | 141.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 141.1 | |
| Total | 157 | 141.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Archambo Financial Advisors Inc
✚
|
OK | 0.1 |
|
Ciovacco Capital Management LLC
✚
|
GA | 0.1 |
|
Fell Capital Management
✚
|
CA | 0.1 |
|
Miller Gesko & Co Inc
✚
|
NY | 0.1 |
|
Utopia Wealth Management LLC
✚
|
FL | 0.1 |
|
Somerset Group LLC
✚
|
MN | 0.1 |
|
Navigen LLC
✚
|
WI | 0.1 |
|
TLS Advisory Services Inc
✚
|
MD | 0.1 |
|
Sandia Wealth Management LLC
✚
|
NM | 0.1 |
|
Wheat Givens Financial LLC
✚
|
TX | 0.1 |