DBA: MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION
| Total AUM | $150.5M |
| Discretionary | $141.2M94% of AUM |
| Non-Discretionary | $9.4M |
| Client Accounts | 152 |
| Avg Account Size | $990K |
| Employees | 4 |
| Peak AUM | $150.5MAug 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $151M | +2.5% | +2.0% | +6.0% | |
| Discretionary AUM | $141M | ||||
| Total AUM | $150.5M |
| Discretionary | $141.2M |
| Employees | 4 |
| Client Accounts | 152 |
Address
2888 LOKER AVENUE EAST
CARLSBAD CA 92010
Phone
626-440-9694
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$141M
93.8% of AUM
Non-Discretionary
$9M
6.2% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
No related registrations reported
| +4.5% /yrover 25 yrs · 32 filings |
Total AUM
$151M
| +2.8% |
| +2.4% |
| +7.6% |
| Non-Disc. AUM | $9M | 2.4% | 3.5% | 8.5% |
| Total Accounts | 152 | 0.7% | 1.0% | 0.0% |
| Avg Account Size | $990,310.309 | +3.1% | +3.0% | +6.0% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $38M | +2.5% | +2.0% | +6.0% |
Client AUM Segments | |||||
| Wealth AUM | $151M | +2.5% | +2.0% | +6.0% | |
Client Count Segments | |||||
| HNW Clients | 29 | 0.0% | 2.0% | +2.9% | |
| Individuals | 47 | +2.2% | +2.1% | 0.0% | |