RIA Intelligence

MH & ASSOCIATES SECURITIES MANAGEMENT CORP

Legal name: MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION

CRD #110516 SEC #801-16281 CARLSBAD, CA 626-440-9694
SEC Registered
Total AUM
$150.5M
Discretionary
$141.2M
Employees
4
Clients
--
Accounts
152

AUM Over Time

DateNov 2025
Total AUM$150.5M
Discretionary$141.2M
Non-Disc.$9.4M
Employees4
Clients76
DateAug 2025
Total AUM$150.5M
Discretionary$141.2M
Non-Disc.$9.4M
Employees4
Clients76
DateAug 2024
Total AUM$146.9M
Discretionary$137.3M
Non-Disc.$9.6M
Employees4
Clients75
DateSep 2023
Total AUM$131.2M
Discretionary$122.3M
Non-Disc.$8.9M
Employees4
Clients75
DateAug 2022
Total AUM$141.2M
Discretionary$130.7M
Non-Disc.$10.5M
Employees4
Clients75
DateAug 2021
Total AUM$138.9M
Discretionary$126.9M
Non-Disc.$12M
Employees4
Clients72
DateAug 2020
Total AUM$110.9M
Discretionary$96M
Non-Disc.$14.9M
Employees4
Clients72
DateJun 2020
Total AUM$112.4M
Discretionary$95M
Non-Disc.$17.4M
Employees4
Clients79
DateAug 2019
Total AUM$112.4M
Discretionary$95M
Non-Disc.$17.4M
Employees4
Clients79
DateAug 2018
Total AUM$118.6M
Discretionary$99.5M
Non-Disc.$19.1M
Employees4
Clients84
DateAug 2017
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees5
Clients26
DateAug 2016
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees5
Clients26
DateSep 2015
Total AUM$114.9M
Discretionary$114.9M
Non-Disc.$0
Employees5
Clients26
DateAug 2014
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees6
Clients26
DateJun 2013
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees6
Clients26
DateAug 2012
Total AUM$92.1M
Discretionary$92.1M
Non-Disc.$0
Employees1
Clients106
DateMar 2012
Total AUM$98.6M
Discretionary$98.6M
Non-Disc.$0
Employees1
Clients106
DateAug 2011
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees5
Clients--