← Back to searchVisit website
MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION
MH & ASSOCIATES SECURITIES MANAGEMENT CORP
CRD 110516 · SEC 801-16281
2888 LOKER AVENUE EAST, SUITE 318, CARLSBAD, CA, 92010, United States
Phone
626-440-9694
Fax
626-440-9799
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.5M
Discretionary AUM
$141.2M
Team
4 total employees; 3 advisory reps; 76 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-11-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $11.1M |
| High net worth individuals | 47 | $139.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD