Overview
Assets Under Management: $1.5 billion
Headquarters: MARLTON, NJ
High-Net-Worth Clients: 165
Average Client Assets: $5.2 million
Frequently Asked Questions
MEYER CAPITAL GROUP 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 #105897), MEYER CAPITAL GROUP is subject to fiduciary duty under federal law.
MEYER CAPITAL GROUP is headquartered in MARLTON, NJ.
MEYER CAPITAL GROUP serves 165 high-net-worth clients according to their SEC filing dated April 17, 2023. View client details ↓
According to their SEC Form ADV, MEYER CAPITAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MEYER CAPITAL GROUP manages $1.5 billion in client assets according to their SEC filing dated April 17, 2023.
According to their SEC Form ADV, MEYER CAPITAL GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.36%
Average Client Assets: $5.2 million
Total Client Accounts: 2,306
Discretionary Accounts: 2,043
Non-Discretionary Accounts: 263
Regulatory Filings
CRD Number: 105897
Filing ID: 1753240
Last Filing Date: 2023-04-17 19:54:00