Meadowbrook Advisors
Firm details
- Headquarters
- ,
- CRD number
- 337223
- Registered since
- July 29, 2025
- Website
- meadowbrookadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.46%
- Individuals8.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Meadowbrook Advisors operates as an independent RIA (LLC) that is SEC‑registered as of 2025. Its client focus is individuals and families, and it charges fees both as a percentage of assets under management and via fixed fees. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and manager selection — and describes itself as a capital allocator that places assets with third‑party managers. Meadowbrook does not identify as an active ESG investor.
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 Equities61%
- State & Local Bonds17%
- US Government Bonds7%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Ian Auerbach
Principal And Chief Compliance OfficerCRD 2583467
Contacts
2 of 2
Gregg Auerbach
Managing Partner and Portfolio ManagerCRD 2169550
Thomas Margaritondo
Wealth AdvisorCRD 6821452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$40.4M in ETFs
79%
$32M
21%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $7.8M | 109,075 | 19.24% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Founder Family Financial, LLC
RIAWest Lake Hills, TX
Toomey Investment Management, Inc
RIAWallingford, CT
Off The Chain Capital, LLC
RIAMinerva Advisors LLC
RIABala Cynwyd, PA
Meros Investment Management, LP
RIADallas, TX
HW Capital LLC
RIASanta Monica, CA