MH Investment Management Inc

RIASEC RegisteredEst. 1998
Total AUM
$63.4M
Discretionary
$63.4M
100% of AUM
Avg account
$63.4M
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
108961
Registered since
October 5, 1998
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

MH Investment Management Inc. is a corporation registered with the SEC since 1998 that operates as an institutional registered investment adviser. The firm is owned by an individual and targets institutional clients rather than retail households. Its primary advisory activity is portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management basis. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a pension consultant or multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Jeff Holcombe

    Vice PresidentCRD 4375867

  • Harvey Merson

    PresidentCRD 1049707

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth