Mh & Associates Securities Management Corp is a large advisory firm based in Carlsbad. It manages $112.39 million of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Mh & Associates Securities Management Corp provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mh & Associates Securities Management Corp is $112.39 million. The firm's AUM has grown by 122% since the beginning of its operation, and $98.5 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Mh & Associates Securities Management Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Mh & Associates Securities Management Corp is high net worth individuals with 53 clients and $104.17 million of assets under management. Among the 11 most similar advisory firms, Mh & Associates Securities Management Corp has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $112.39 million for 79 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Mh & Associates Securities Management Corp doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mh & Associates Securities Management Corp is owned by Daniel Joseph Meichelbock. Joseph Robert Meichelbock joined the executive team most recently as the Chairman & Chief Financial Officer.
The principal office where Mh & Associates Securities Management Corp performs its advisory services is located at 2888 Loker Avenue East, Carlsbad, CA 92010, which is also the mailing address of the firm. An additional office of the firm is in Calabasas, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 626-440-9694 or by fax 626-440-9799. The normal business hours are 7:30 - 4:30 on Monday - Friday. You can find more information about the New York firm at mhandassociates.com.