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MEADOWBROOK WEALTH MANAGEMENT, LLC
1042 Franklin Avenue
Suite 110
Garden City, New York 11530
Tel: 888-888-5250
About MEADOWBROOK WEALTH MANAGEMENT, LLC
MEADOWBROOK WEALTH MANAGEMENT, LLC, formally registered with the SEC as MEADOWBROOK WEALTH MANAGEMENT, LLC. The firm was established in 05/02/2017. They have over 1 offices throughout the country.
MEADOWBROOK WEALTH MANAGEMENT, LLC is a Garden City, New York based Financial Planning firm with nearly $86,200,000 assets under management, offering retirement planning & investment advisory services to 240 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110508 |
| SEC# | 801-110418 |
| Assets Managed by Firm | $86,200,000 |
| No. of Clients | 240 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 240 | $86,200,000 |
| Individuals (other than high net worth individuals) | 75 | $32,500,000 |
| High net worth individuals | 46 | $52,400,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,200,000 |
| Corporations or other businesses | Fewer than 5 clients | $100,000 |
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