Mh Advisory Services LLC (San Francisco)

Mh Advisory Services LLC is a large advisory firm based in San Francisco. It manages $1.28 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.

Mh Advisory Services provides portfolio management for pooled investment vehicles. 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 Advisory Services: assets under management

The assets under management (AUM) of Mh Advisory Services LLC is $1.28 billion. The firm's AUM has gone down by -5% since the beginning of its operation, and $1.28 billion of the total AUM is attributable to clients outside of the United States.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mh Advisory Services LLC for their services and products based on hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mh Advisory Services serves?

The only and largest group of clients of Mh Advisory Services is pooled investment vehicles with 1 clients and $1.28 billion of assets under management. Among the 6 most similar advisory firms, Mh Advisory Services has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.28 billion for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Mh Advisory Services also advises several private funds.

Careers at Mh Advisory Services LLC

The company employs 1 person that is either a part- or full-time employee. 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Andrew Hartmann	Sole member, cco	1 Apr 2014	75% - 100%	4655087

Based in San Francisco

The principal office where Mh Advisory Services LLC performs its advisory services is located at 104 Collins Street, San Francisco, CA 94118, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-379-4878. The normal business hours are 9am - 5pm on Monday - Friday.