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MEYER HANDELMAN COMPANY LLC

800 Westchester Avenue
Suite S-618
Rye Brook, New York 10573-1373
Tel: 914-939-4060

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About MEYER HANDELMAN COMPANY LLC

MEYER HANDELMAN COMPANY LLC, formally registered with the SEC as MEYER HANDELMAN COMPANY LLC. The firm was established in 08/19/1951. They have over 1 offices throughout the country.

MEYER HANDELMAN COMPANY LLC is a Rye Brook, New York based Financial Planning firm with nearly $2,873,691,547 assets under management, offering retirement planning & investment advisory services to 444 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107309
SEC#801-661
Assets Managed by Firm$2,873,691,547
No. of Clients444
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total444$2,873,691,547
Individuals (other than high net worth individuals)61$26,503,987
High net worth individuals364$2,443,511,686
Charitable organizations12$347,273,755

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