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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- MAY
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEILMAN, JOHN, Z | I | VICE PRESIDENT | D | |
| HEILMAN, JOHN, Z | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | VICE PRESIDENT | D | |
| HEILMAN, JOHN, Z | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | VICE PRESIDENT | D | |
| HEILMAN, JOHN, Z | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | PRESIDENT | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | PRESIDENT & CHIEF FINANCIAL OFFICER | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | PRESIDENT | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | PRESIDENT & CHIEF FINANCIAL OFFICER | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | PRESIDENT | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | PRESIDENT & CHIEF FINANCIAL OFFICER | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | CHAIRMAN & CHIEF FINANCIAL OFFICER | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | CHAIRMAN & CHIEF FINANCIAL OFFICER | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | CHAIRMAN & CHIEF FINANCIAL OFFICER | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | PRESIDENT & CHIEF FINANCIAL OFFICER | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | PRESIDENT & CHIEF FINANCIAL OFFICER | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | CHAIRMAN & CHIEF FINANCIAL OFFICER | D | |
| MEICHELBOCK, JOSEPH, ROBERT | I | CHAIRMAN & CHIEF FINANCIAL OFFICER | D | |
| Meichelbock, Daniel, Joseph | I | OWNER/SHAREHOLDER | D | |
| Meichelbock, Daniel, Joseph | I | OWNER/SHAREHOLDER | D | |
| Meichelbock, Daniel, Joseph | I | OWNER/SHAREHOLDER | D | |
| Meichelbock, Daniel, Joseph | I | OWNER/SHAREHOLDER | D | |
| Meichelbock, Daniel, Joseph | I | VICE PRESIDENT | D | |
| Meichelbock, Daniel, Joseph | I | VICE PRESIDENT | D | |
| Meichelbock, Daniel, Joseph | I | VICE PRESIDENT | D | |
| Meichelbock, Daniel, Joseph | I | VICE PRESIDENT | D | |
| Meichelbock, Daniel, Joseph | I | VICE PRESIDENT | D | |
| Meichelbock, Daniel, Joseph | I | VICE PRESIDENT | D | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | C | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | C | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | C | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | C | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | C | |
| HEILMAN, JOHN, Z | I | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | C | |
| Heilman, Andrew, Michael | I | VICE PRESIDENT | B | |
| Heilman, Andrew, Michael | I | VICE PRESIDENT | B | |
| Heilman, Andrew, Michael | I | VICE PRESIDENT | B | |
| Heilman, Andrew, Michael | I | VICE PRESIDENT | B | |
| Heilman, Andrew, Michael | I | VICE PRESIDENT | B | |
| Heilman, Andrew, Michael | I | VICE PRESIDENT | B | |
| Heilman, Lara | I | MANAGER | B | |
| Heilman, Lara | I | MANAGER | B | |
| Heilman, Lara | I | MANAGER | B | |
| Heilman, Lara | I | MANAGER | B | |
| Heilman, Lara | I | MANAGER | B | |
| Heilman, Lara | I | MANAGER | B |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (1)
CA
Address
2888 LOKER AVENUE EASTSUITE 318
CARLSBAD, CA 92010
United States
Phone: 626-440-9694