Meadowbrook Investment Advisors LLC
Firm details
- Headquarters
- Livonia, Michigan
- CRD number
- 109960
- Registered since
- August 29, 2000
- Website
- meadowbrook-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.92%
- Charitable Organizations15.64%
- Individuals5.45%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Meadowbrook Investment Advisors LLC is an independently owned RIA organized as an LLC and registered with the SEC in 2000. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio management for individuals, small businesses and institutional/business clients. Meadowbrook describes equity-focused portfolio management as its primary preference and is not identified as an active ESG investor or a pension consultant. It is run under individual ownership and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities69%
- Investment Grade Corp Bonds19%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$42.3M in ETFs
97%
$41M
3%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $6.7M | 82,983 | 15.86% |
Location
Livonia, MI
Wayne
Location
Livonia, MI
Headquartered in Livonia, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 17199 N Laurel Park Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CND Financial
RIALivonia, MI
Saunders Financial LLC
RIALivonia, MI
White Pine Investment Co
RIALivonia, MI
The Wolter Group, Inc.
RIALivonia, MI
Kidd Financial Planning, LLC
RIALivonia, MI
Grad Wealth Management Pllc
RIALivonia, MI