MFH Investments Inc.
Firm details
- Headquarters
- Oakwood, Ohio
- CRD number
- 121228
- Website
- mfhfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.68%
- Individuals18.65%
- Charitable Organizations1.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MFH Investments Inc. is a corporate, independently registered advisory firm that combines investment advisory with accounting services. The firm identifies as an independent RIA serving both individuals and families as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as a multi-state advisor or a capital allocator and does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds15%
- State & Local Bonds10%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1
Max Heintz
PresidentCRD 4553446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oakwood, OH
Montgomery
Location
Oakwood, OH
Headquartered in Oakwood, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 2331 Far Hills Ave
- Time zone
- ET (UTC-5)
- Office locations
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