PPrivate Fund Data Log in Join · $37/mo

Meadowbrook Wealth Management, LLC

● SEC registered since 2017CRD 110508SEC# 801-110418Garden City, NY
Export (members)
Reg. AUM
$86.2M
Employees
2
Accounts
240
Location
Garden City, NY

Meadowbrook Wealth Management, LLC assets under management

Meadowbrook Wealth Management, LLC is an SEC-registered investment adviser based in Garden City, NY. The firm has been registered since 2017. It reports $86.2 million in regulatory assets under management and employs 2 people.

Meadowbrook Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Richard Francis Jack ControlManaging Principal/Partner/Coo50-75%2015
Thomas George Efthimiou ControlManaging Principal/Partner/Cco50-75%2015

Frequently asked questions

How much does Meadowbrook Wealth Management, LLC manage?

Meadowbrook Wealth Management, LLC reports $86.2 million in regulatory assets under management on its Form ADV.

How many employees does Meadowbrook Wealth Management, LLC have?

Meadowbrook Wealth Management, LLC reports 2 employees.

Where is Meadowbrook Wealth Management, LLC located?

Meadowbrook Wealth Management, LLC is based in Garden City, NY and has been SEC-registered since 2017.

Does Meadowbrook Wealth Management, LLC disclose fund performance?

Meadowbrook Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1042 Franklin Avenue, Suite 110, Garden City, NY 11530
Phone888-888-5250
Fax516-294-4814
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$86.2M
Non-discretionary$0
Total (RAUM)$86.2M