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MHA FINANCIAL CORP

CRD 7462

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55A E. RIDGEWOOD AVENUE, SUITE 12, RIDGEWOOD, NJ, 07450, United States

Phone

212-257-5240

Fax

212-658-9094

Registration

— (—)

Source

State registered

Total AUM

$98.0M

Discretionary AUM

$98.0M

Team

6 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; BY A PORTION OF FEES PAID TO THIRD PARTY ADVISORS

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals58$17.7M
High net worth individuals77$78.8M
Pension/profit sharing plans3$1.5M

All web addresses on file

Official SEC filing: View on IAPD