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Jeffrey N. Mehler, Cfp LLC

● SEC registered since 2006CRD 126681SEC# 801-66937Essex, CT
Export (members)
Reg. AUM
$391.3M
Employees
8
Accounts
1,312
Location
Essex, CT

Jeffrey N. Mehler, Cfp LLC assets under management

Jeffrey N. Mehler, Cfp LLC is an investment advisory firm registered with the SEC based in Essex, CT. The firm has been registered since 2006. It reports $391.3 million in regulatory assets under management and employs 8 people.
www.jnmehler.comView on SEC.gov ↗

Jeffrey N. Mehler, Cfp LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Nat Mehler ControlMemberOver 75%2005
Peter P Galloway ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Jeffrey N. Mehler, Cfp LLC manage?

Jeffrey N. Mehler, Cfp LLC reports $391.3 million in regulatory assets under management on its Form ADV.

How many employees does Jeffrey N. Mehler, Cfp LLC have?

Jeffrey N. Mehler, Cfp LLC reports 8 employees.

Where is Jeffrey N. Mehler, Cfp LLC located?

Jeffrey N. Mehler, Cfp LLC is based in Essex, CT and has been SEC-registered since 2006.

Does Jeffrey N. Mehler, Cfp LLC disclose fund performance?

Jeffrey N. Mehler, Cfp LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address147 Westbrook Road, Essex, CT 06426
Phone860-767-9700
Fax860-767-9701
Office hours9a.m. - 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$301.5M
Non-discretionary$89.8M
Total (RAUM)$391.3M