Meyer Handelman Company LLC

RIASEC Registered

Total AUM

$3.2B

Discretionary

$2.7B

84% of AUM

Avg account

$6.6M

Accounts

487

Employees

Advisory reps

Firm details

Headquarters: Rye Brook, New York
CRD number: 107309
Registered since: August 19, 1951
Custodians: CITI PRIVATE BANK, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.65%
Charitable Organizations12.69%
Other2.25%
Individuals1.02%
Pension & Profit Sharing Plans0.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Meyer Handelman Company LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (since 1951) and operates as a capital allocator for both individual/family and institutional clients. Its business mix includes accounting services alongside a range of advisory activities: financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, pension consulting services, and selection of other advisers. The firm also serves as sponsor/GP/managing member of pooled investment vehicles. Fee arrangements combine percentage-of-AUM and fixed-fee structures.