$51.1M Total AUM
$50.9M Disc. AUM
-- 3Y CAGR
1 Employees
152 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-09-2006
- Office Locations
- 1
Office Locations
322 West Main ST Tilton NH
About MHP Asset Management
MHP Asset Management is an independent, client-centered RIA based in Tilton, NH, providing discretionary investment management and financial planning, including portfolio construction and risk management. Portfolios emphasize asset allocation across ETFs and fixed income (investment-grade corporates and U.S. government/agency bonds) and public funds. The firm also runs educational workshops and custodies primarily with Charles Schwab.
Team overview
-- AVG AGE
$51.1M AVG AUM / ADVISOR
$336.4K AVG AUM / CLIENT
20.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MAURICE HAMILTON PATTERSON
Partner
- CRD
- #2574783
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,885,000 | -- |
| Non-Discretionary | $242,000 | -- |
| Total | $51,127,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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