RIA Intel›Advisers›California›MH & ASSOCIATES SECURITIES MANAGEMENT CORP

MH & ASSOCIATES SECURITIES MANAGEMENT CORP

Advisory

N·CARLSBAD, CA

Data as of Aug 23, 2024 · Source: SEC Form ADV

Total AUM
$151M
1-Year AUM Growth
+12.0%
3-Year CAGR
+1.9%
Employees
3
Assets Under Management
Total AUM$151M
Discretionary AUM$141M
Non-Discretionary AUM$9M
Discretionary %93.8%
Total Clients76
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingApr 26, 2001
Latest FilingAug 23, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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