MH & Associates Securities Management Corporation
Firm details
- Headquarters
- Carlsbad, California
- CRD number
- 110516
- Registered since
- August 19, 1981
- Website
- www.mhinvestments.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.59%
- Individuals5.41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MH & Associates Securities Management Corporation is an independent, SEC-registered advisory firm that has been operating since 1981. The firm is individually owned and provides fee-based portfolio management primarily for individual and family clients, as well as small businesses. Its advisory model is percentage-of-AUM billing; it does not identify as an active ESG investor, does not serve as a pension consultant, and is not structured as a multi-state adviser or capital allocator.
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 Equities70%
- Cash & Cash Equivalents17%
- US Government Bonds13%
Contacts
3 of 4John Heilman
PresidentCRD 4393033
Daniel Meichelbock
Vice President & Portfolio ManagerCRD 6998928
Andrew Heilman
Vice President & Portfolio ManagerCRD 7426577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$15.2M in ETFs
100%
$15.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MERK GOLD ETF (OUNZ) | VanEck | Passive | Commodities Focused | $5.3M | 138,375 | 35.08% |
Location
Carlsbad, CA
San Diego
Location
Carlsbad, CA
Headquartered in Carlsbad, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 2888 Loker Ave E
- Time zone
- PT (UTC-8)
- Office locations
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