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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-10-2005
- Office Locations
- 2
Office Locations
About MDH Investment Management, Inc.
MDH Investment Management provides discretionary, personalized portfolio management for retail and institutional clients, aiming for long-term returns above inflation while managing risk. Portfolios blend equities and fixed income with an international mandate and liquidity to shift exposures as market conditions change; client accounts are typically ETF-centric and custodied at Charles Schwab or Pershing.
Reported data analysis
What the numbers show
Between March 17, 2014 and June 26, 2015, reported AUM decreased 19.1%, from $91.8M to $74.2M.
Across 5 reported observations, AUM decreased 9.3% between March 30, 2011 and June 26, 2015, from $81.9M to $74.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 98 clients, or 98 clients per representative. That equates to $776.8K in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on June 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DAVID ROBERT BICKERTON
Chief Compliance Officer, President
- CRD
- #5745345
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARC DAVID HOFFRICHTER
Portfolio Manager
- CRD
- #4473789
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,128,394 | $289,990 |
| Non-Discretionary | $0 | -- |
| Total | $76,128,394 | $289,990 |
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Separately Managed Accounts
SMA allocation detail is available
MDH Investment Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.