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MH ADVISORY SERVICES LLC

· CRD 171653 · IAPD ↗ · 415-379-4878

$532.0MRegulatory AUM
1Advisory reps
1Employees
3Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

38
March 2026 — MH ADVISORY SERVICES LLC reported RAUM down 40% ($888.7M -> $532.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — MH ADVISORY SERVICES LLC reported RAUM down 30% ($1.55B -> $1.07B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.