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 independent SEC-registered RI A organized as an LLC and in operation since 2000. Ownership is individual, and the firm charges clients on a percentage-of-AUM basis. Its client mix includes high-net-worth individuals and families as well as institutional clients. The firm’s advisory services focus on discretionary portfolio management for individual/small business clients and for business or institutional accounts. Meadowbrook does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.
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%
Contacts
3 of 3George Abel
MemberCRD 4354538
Dale Embry
Head of Portfolio ManagementCRD 4354547
Ronald Doyle
Head of Equity InvestmentsCRD 4354557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$43.3M in ETFs
95%
$41.2M
5%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $7M | 83,376 | 16.14% |
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
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