Meadowbrook Advisors

RIASEC RegisteredEst. 2025
Total AUM
$321M
Discretionary
$321M
100% of AUM
Avg account
$707K
Accounts
454
Employees
4
Advisory reps
3

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

FINTRX

Overview

Meadowbrook Advisors is an independent, SEC-registered registered investment adviser organized as a limited liability company. It focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-adviser services. The firm identifies as a capital allocator and charges fees based on a percentage of assets under management and fixed fees. Meadowbrook was registered with the SEC in 2025 and is owned by a mix of domestic entities and individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, State & Local Bonds 17%, US Government Bonds 7%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 1%61%
  • Exchange Traded Equities61%
  • State & Local Bonds17%
  • US Government Bonds7%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • Ian Auerbach

    Ian Auerbach

    Principal And Chief Compliance OfficerCRD 2583467

Contacts

2 of 2
  • Gregg Auerbach

    Gregg Auerbach

    Managing Partner and Portfolio ManagerCRD 2169550

  • Thomas Margaritondo

    Thomas Margaritondo

    Wealth AdvisorCRD 6821452

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$28.8M in ETFs

Passive

100%

$28.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$7M109,20424.30%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth