Thomas Meyer Investments
Firm details
- Headquarters
- ,
- CRD number
- 327049
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals67.62%
- Pension & Profit Sharing Plans32.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Thomas Meyer Investments is a small, privately owned limited liability company that provides discretionary portfolio management primarily for individuals, families and a limited number of institutional clients. The firm charges fees as a percentage of assets under management and focuses on traditional advisory work for individuals and small businesses. The adviser is not set up as a capital allocator, is not characterized as an active ESG investor, and does not operate as a multi-state adviser according to the available filing details.
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities24%
- Cash & Cash Equivalents20%
- Derivatives1%
Contacts
1 of 1Thomas Meyer
Managing DirectorCRD 2369107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Morgan House Capital, LLC
RIAEast Hartford, CT