Overview
Assets Under Management: $176 million
Headquarters: LIVONIA, MI
High-Net-Worth Clients: 32
Average Client Assets: $4 million
Frequently Asked Questions
MEADOWBROOK INVESTMENT ADVISORS LLC 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 #109960), MEADOWBROOK INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
MEADOWBROOK INVESTMENT ADVISORS LLC is headquartered in LIVONIA, MI.
MEADOWBROOK INVESTMENT ADVISORS LLC serves 32 high-net-worth clients according to their SEC filing dated January 20, 2025. View client details ↓
According to their SEC Form ADV, MEADOWBROOK INVESTMENT ADVISORS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MEADOWBROOK INVESTMENT ADVISORS LLC manages $176 million in client assets according to their SEC filing dated January 20, 2025.
According to their SEC Form ADV, MEADOWBROOK INVESTMENT ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
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