JR MESENBURG AND ASSOCIATES, LLC

Overview

JR Mesenburg And Associates, LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm manages client relationships on a fee‑based model tied to assets under management and emphasizes liquid, exchange‑traded exposure as the core of its portfolios. Investment activity centers on equity allocations implemented through separately managed accounts and exchange‑traded instruments, with mutual funds used selectively as complementing vehicles. The firm does not position itself as an ESG specialist and appears to operate on a regional scale rather than as a multi‑state advisor. While primarily equity‑oriented, JR Mesenburg And Associates integrates third‑party alternative managers into client programs to provide diversification and return enhancement where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices