Mh Investment Management Inc (Scotch Plains)

Mh Investment Management Inc is a mid-sized advisory firm based in Scotch Plains. It manages $28.61 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Mh Investment Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mh Investment Management: assets under management

The assets under management (AUM) of Mh Investment Management Inc is $28.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1193% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.61 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mh Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Harvey Neil Merson serves?

The only and largest group of clients of Harvey Neil Merson is investment companies with 1 clients and $28.61 million of assets under management. Among the 6 most similar advisory firms, Mh Investment Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $28.61 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Mh Investment Management doesn't advise any private funds.

Careers at Mh Investment Management Inc

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Harvey Neil Merson has been acting as President since 1 Oct 1997. Jeff Mark Holcombe joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harvey Neil Merson	President/chief compliance officer	1 Oct 1997	50% - 75%	1049707
Jeff Mark Holcombe	Vice president	1 Oct 1997	50% - 75%	4375867

Based in Scotch Plains

The principal office where Mh Investment Management Inc performs its advisory services is located at 43 Highlander Drive, Scotch Plains, NJ 07076, which is also the mailing address of the firm. An additional office of the firm is in Annandale, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-444-8654 or by fax 908-444-8752. The normal business hours are 9:00 - 18:00 on Monday - Friday.