MH & ASSOCIATES SECURITIES MANAGEMENT CORP of CARLSBAD, CA is an SEC-registered investment adviser (CRD 110516). Regulatory assets under management: $150.5M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| John Z Heilman | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | — |
| Daniel Joseph Meichelbock | VICE PRESIDENT | Carlsbad, CA |
| Andrew Michael Heilman | VICE PRESIDENT | — |
| Lara Heilman | MANAGER | — |
| MEICHELBOCK JOSEPH ROBERT | CHAIRMAN & CHIEF FINANCIAL OFFICER; PRESIDENT; PRESIDENT & CHIEF FINANCIAL OFFICER | — |
| HEILMAN JOHN Z | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY; PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY; VICE PRESIDENT (+1 more) | — |
| Meichelbock Daniel Joseph | OWNER/SHAREHOLDER; VICE PRESIDENT | — |
| Heilman Andrew Michael | VICE PRESIDENT | — |
| Heilman Lara | MANAGER | — |