$30.5M Total AUM
$30.5M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-25-2001
- Office Locations
- 1
Office Locations
2331 FAR Hills Ave. #301 Dayton OH
About MFH Investments Inc.
MFH Investments Inc. provides tax, accounting, and financial planning for individuals, families, and small businesses, including tax planning/compliance and specialized work for estates and trusts. The firm also offers investment planning and portfolio management, with a tilt toward ETFs and fixed income exposures. Charles Schwab is a primary custodian, and the practice is owner-led by its president/CCO.
Team overview
70 AVG AGE
$30.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
24.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
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Asset Classes
Matrix fusion
Investment Vehicles
Pathway beacon
Services
Foundation zenith Pioneer delta Timber legacy Vector
Owner & Executives
M
MAX FREDERICK HEINTZ
Chief Compliance Officer, President
- CRD
- #4553446
- Ownership
- 75% or more
(510) 802-4653
pathway.timber@crestcapital.com
in linkedin.com/in/peak-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,490,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,490,600 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,490,600
Equity - Exchange:
5.6% U.S. Government/Agency:
14.0% Municipal Bonds:
29.7% Cash:
8.7% Corporate - Investment Grade:
20.0% Corporate - Non-Investment Grade:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $33,028,431 | 5.6% |
| U.S. Government/Agency | $82,571,078 | 14.0% |
| Municipal Bonds | $175,168,645 | 29.7% |
| Cash | $51,312,027 | 8.7% |
| Corporate - Investment Grade | $117,958,683 | 20.0% |
| Corporate - Non-Investment Grade | $129,754,553 | 22.0% |
| Total | $589,793,417 | 100.0% |