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Building 2MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION

Map pinCARLSBAD, CA
Phone626-440-9694
NotebookSEC #801-16281
Total AUM
$150.5M
Employees
4
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2888 LOKER AVENUE EAST
SUITE 318
CARLSBAD
CA 92010
United States
Operating Hours
7:30 - 4:30
Monday - Friday
Phone
626-440-9694
Other Offices
1

ReceiptFinancials

Total AUM
$150.5M
Accounts
152
Discretionary
$141.2M
Accounts
151
Non-Discretionary
$9.4M
Accounts
1

ContactClients

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Individual Clients
29
AUM
$11.1M
HNW Individual Clients
47
AUM
$139.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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