Overview
Assets Under Management: $176 million
Headquarters: LIVONIA, MI
High-Net-Worth Clients: 32
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.84
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 221
Discretionary Accounts: 221
Regulatory Filings
CRD Number: 109960
Last Filing Date: 2025-01-20 00:00:00
Website: https://meadowbrook-advisors.com