Meyer Handelman Company LLC
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
FINTRXOverview
Meyer Handelman Company LLC is an independent registered investment adviser organized as an LLC and in operation since 1951. The firm serves both individual/family and institutional clients and functions as a capital allocator and sponsor/GP/managing member of pooled investment vehicles. Its advisory services include financial planning, portfolio management across individual, pooled, and institutional accounts, pension consulting support and the selection of other advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm is not an active ESG investor and is not organized as a multi-state or newly formed adviser. Accounting is listed among its business activities.
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 Equities94%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Russell Handelman
Chief Compliance OfficerCRD 2536889
Contacts
3 of 3
Handelman Zachary
Managing PartnerCRD 7868081
Scott Handelman
MemberCRD 5191219
Richard Handelman
Senior Managing PartnerCRD 4343798
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$11.8M in ETFs
100%
$11.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.3M | 4,456 | 28.23% |
Location
Rye Brook, NY
Westchester
Location
Rye Brook, NY
Headquartered in Rye Brook, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 800 Westchester Ave
- Time zone
- ET (UTC-5)
- Office locations
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