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| MH & Associates Securities Management Corp
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|---|---|
| CRD # | 110516 |
| SEC # | 801-16281 |
| CIK # | 0000354201 |
| AUM | 150.5 M (2025-11-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 626-440-9694 |
| Address | 2888 Loker Avenue East Carlsbad, CA 92010 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000354201 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MERK Gold Trust | 5.9 | ||
| Phillips 66 | 4.4 | ||
| Pfizer Inc | 4.4 | ||
| Halliburton Co | 4.4 | ||
| Chevron Corp | 4.4 | ||
| Rio Tinto PLC | 4.3 | ||
| Conocophillips | 4.1 | ||
| Cisco Systems Inc | 3.8 | ||
| Gilead Sciences Inc | 3.7 | ||
| Chesapeake Energy Corp | 3.6 | ||
| Enbridge Inc | 3.5 | ||
| Altria Group Inc | 3.5 | ||
| Cameco Corp | 3.4 | ||
| Biogen IDEC Inc | 3.2 | ||
| Pan American Silver Corp | 3.2 | ||
| Medtronic Holdings Ltd | 3.0 | ||
| Teva Pharmaceutical Industries Ltd | 3.0 | ||
| Alphabet Inc | 2.9 | ||
| Apple Inc | 2.7 | ||
| Qualcomm Inc/DE | 2.7 | ||
| Boeing Co | 2.5 | ||
| Mastec Inc | 2.5 | ||
| Williams Companies Inc | 2.4 | ||
| Nutrien Ltd | 2.4 | ||
| Viking Therapeutics Inc | 2.1 | ||
| Ambev Sa | 2.1 | ||
| Micron Technology Inc | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 11.1 |
| (b) Individuals (high net worth individuals) | 47 | 139.4 |
| (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 | 152 | 150.5 |
| By Discretionary | ||
| Discretionary | 151 | 141.2 |
| Non-Discretionary | 1 | 9.4 |
| Total | 152 | 150.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 150.4 | |
| Total | 152 | 150.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000354201] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 76 (1 non-US) |
| Serves | Retail |
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