Overview
Assets Under Management: $313 million
High-Net-Worth Clients: 102
Average Client Assets: $3 million
Frequently Asked Questions
MEADOWBROOK ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337223), MEADOWBROOK ADVISORS is subject to fiduciary duty under federal law.
MEADOWBROOK ADVISORS serves 102 high-net-worth clients according to their SEC filing dated November 25, 2025. View client details ↓
According to their SEC Form ADV, MEADOWBROOK ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MEADOWBROOK ADVISORS manages $313 million in client assets according to their SEC filing dated November 25, 2025.
According to their SEC Form ADV, MEADOWBROOK ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 149
Discretionary Accounts: 149
Regulatory Filings
CRD Number: 337223
Filing ID: 2029788
Last Filing Date: 2025-11-25 16:21:57
Website: 2