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MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION

MH & ASSOCIATES SECURITIES MANAGEMENT CORP

CRD 110516 · SEC 801-16281

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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

TypeClientsAUM
Individuals29$11.1M
High net worth individuals47$139.4M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD