| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Michael Heilman | Vice President | 10-25% | 2021 |
| Daniel Joseph Meichelbock | Vice President | 50-75% | 2018 |
| John Z Heilman | President, Cco, Chief Financial Officer, Chief Investment Officer & Secretary | 25-50% | 1981 |
Mh & Associates Securities Management Corp reports $150.5 million in regulatory assets under management on its Form ADV.
Mh & Associates Securities Management Corp reports 4 employees.
Mh & Associates Securities Management Corp is based in Carlsbad, CA and has been SEC-registered since 1981.
Mh & Associates Securities Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2888 Loker Avenue East, Suite 318, Carlsbad, CA 92010 |
| Phone | 626-440-9694 |
| Fax | 626-440-9799 |
| Office hours | 7:30 - 4:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 354201 |
| Discloses disciplinary history | No |
| Discretionary | $141.2M |
| Non-discretionary | $9.4M |
| Total (RAUM) | $150.5M |