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MHA FINANCIAL CORP
CRD 7462
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $17.7M |
| High net worth individuals | 77 | $78.8M |
| Pension/profit sharing plans | 3 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD