MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION

2888 Loker Avenue East
Suite 318
Carlsbad, California 92010
Tel: 626-440-9694

About MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION

MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION, formally registered with the SEC as MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION. The firm was established in 08/19/1981. They have over 2 offices throughout the country.

MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION is a Carlsbad, California based Financial Planning firm with nearly $146,894,154 assets under management, offering retirement planning & investment advisory services to 153 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110516
SEC#	801-16281
Assets Managed by Firm	$146,894,154
No. of Clients	153
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	153	$146,894,154
Individuals (other than high net worth individuals)	29	$10,749,053
High net worth individuals	46	$136,145,101

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