Mh & Associates Securities Management Corp
● SEC registered since 1981CRD 110516SEC# 801-16281Carlsbad, CA
Reg. AUM
$150.5M
Employees
4
Accounts
152
Location
Carlsbad, CA
Mh & Associates Securities Management Corp assets under management
Mh & Associates Securities Management Corp is an SEC-registered investment adviser based in Carlsbad, CA. The firm has been registered since 1981. It reports $150.5 million in regulatory assets under management and employs 4 people.
Mh & Associates Securities Management Corp owners & executives
4 reported| 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 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mh & Associates Securities Management Corp manage?
Mh & Associates Securities Management Corp reports $150.5 million in regulatory assets under management on its Form ADV.
How many employees does Mh & Associates Securities Management Corp have?
Mh & Associates Securities Management Corp reports 4 employees.
Where is Mh & Associates Securities Management Corp located?
Mh & Associates Securities Management Corp is based in Carlsbad, CA and has been SEC-registered since 1981.
Does Mh & Associates Securities Management Corp disclose fund performance?
Mh & Associates Securities Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$150.5MNo change
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$150.5Mregulatory AUM
Discretionary $141.2MNon-discretionary $9.4M