Mha Financial Corp

Mha Financial Corp (CRD# 7462) is a financial advisory firm headquartered in Westwood, MA. They manage $15,600,000 in 73 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $213,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, MD, NJ, NY, TX, VA

Financial Advisors at Mha Financial Corp
Showing 1 - 5 of 5 top financial advisors.
1
Paul K. Arbo
CRD#: 725412
6500 Seven Locks Road, Suite 201, Cabin John, MD 20818
93
Wealthminder
score

Paul Arbo (CRD# 725412) is an Investment Advisor Representative working at Mha Financial Corp in Cabin John, MD and has over 24 years of experience in the finance industry.

2
C W. Hoilman
CRD#: 248217
Westwood, MA
93
Wealthminder
score

C Hoilman (CRD# 248217) is an Investment Advisor Representative working at Mha Financial Corp in Westwood, MA and has over 35 years of experience in the finance industry.

3
Robert J. Obermeier
CRD#: 1340117
6500 Seven Locks Road, Suite 201, Cabin John, MD 20818
93
Wealthminder
score

Robert Obermeier (CRD# 1340117) is an Investment Advisor Representative working at Mha Financial Corp in Cabin John, MD and has over 31 years of experience in the finance industry.

4
Neil E. Vonfeldt
CRD#: 2451760
Melbourne, FL
93
Wealthminder
score

Neil Vonfeldt (CRD# 2451760) is an Investment Advisor Representative working at Mha Financial Corp in Melbourne, FL and has over 21 years of experience in the finance industry.

5
James A. Hintz
CRD#: 1916767
Houston, TX
86
Wealthminder
score

James Hintz (CRD# 1916767) is an Investment Advisor Representative working at Mha Financial Corp in Houston, TX and has over 27 years of experience in the finance industry.

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