MEADOWBROOK INVESTMENT ADVISORS LLC
Firm details
- Headquarters
- LIVONIA, Michigan
- CRD number
- 109960
- Registered since
- August 29, 2000
- Website
- meadowbrook-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.92%
- Charitable Organizations15.64%
- Individuals5.45%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Meadowbrook Investment Advisors LLC is an SEC-registered LLC that has provided advisory services since 2000. The firm charges clients on a percentage-of-AUM basis and serves both high-net-worth individuals and families as well as institutional and business clients. Its advisory scope centers on portfolio management for individuals, small businesses and other institutions. Meadowbrook is not set up as a multi-state adviser, does not identify as an active ESG investor, and is owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Investment Grade Corp Bonds19%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds2%
Contacts
3 of 3GEORGE ABEL
MemberCRD 4354538
DALE EMBRY
Head of Portfolio ManagementCRD 4354547
RONALD DOYLE
Head of Equity InvestmentsCRD 4354557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$37.7M in ETFs
96%
$36M
5%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $6.3M | 83,984 | 16.72% |
Location
LIVONIA, MI
WAYNE
Location
LIVONIA, MI
Headquartered in LIVONIA, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 17199 N Laurel Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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