Mdh Investment Management, Inc. (East Liverpool)

Name: Mdh Investment Management, Inc.
Address: 1216 Forsyth Place, East Liverpool, OH, 43920
Telephone: 330.386.4452

Mdh Investment Management, Inc. is an adviser based in East Liverpool. It manages $74.24 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Indiana, Ohio, and Pennsylvania.

Mdh Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mdh Investment Management: assets under management

The assets under management (AUM) of Mdh Investment Management, Inc. is $74.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $74.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $289.99 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mdh Investment Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mdh Investment Management, Inc.

John Cincinnatus Thompson has been acting as President since 1 Dec 2004. Stephen Allan Beadnell joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marc David Hoffrichter	President, ceo, director & chief compliance officer	1 Dec 2004	50% - 75%	4473789
Inc. Tri State 1st Banc	Parent corp.	1 Dec 2004	75% - 100%	34-1824708
Kevin Anglemeyer	Secretary, treasurer	1 Dec 2004	Other	4905239
Charles Boyce Lang	Vice president, director	1 Dec 2004	Other	4905242
John Cincinnatus Thompson	Director	1 Dec 2004	Other	4905245
Stephen Wendell Cooper	Director	1 Dec 2004	Other	4905248
John Preston Scotford	Director	1 Dec 2004	Other	4905249
Stephen Allan Beadnell	Chief financial officer, secretary & director	1 Dec 2005	Other	5118436
Joseph P. Cain	Executive vice president	1 Oct 2006	Other	5249857
Jean Butch Edwards	Chief financial officer and director	1 Dec 2007	Other	5511000
David Robert Bickerton	Vice president	1 May 2009	25% - 50%	5745345
Stephen Allan Beadnell	Cfo	1 Jun 2010	Other	5118436

Based in East Liverpool

The principal office where Mdh Investment Management, Inc. performs its advisory services is located at 1216 Forsyth Place, East Liverpool, OH 43920, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330.386.4452 or by fax 330.386.3434. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at mdhinv.com.