Meyer Handelman Company LLC
Firm details
- Headquarters
- Rye Brook, New York
- CRD number
- 107309
- Registered since
- August 19, 1951
- Custodians
- CITI PRIVATE BANK, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.65%
- Charitable Organizations12.69%
- Other2.25%
- Individuals1.02%
- Pension & Profit Sharing Plans0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Meyer Handelman Company LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (since 1951) and operates as a capital allocator for both individual/family and institutional clients. Its business mix includes accounting services alongside a range of advisory activities: financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, pension consulting services, and selection of other advisers. The firm also serves as sponsor/GP/managing member of pooled investment vehicles. Fee arrangements combine percentage-of-AUM and fixed-fee structures.
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 Equities94%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$15.7M in ETFs
100%
$15.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.3M | 4,356 | 21.30% |
Location
Rye Brook, NY
Westchester
Location
Rye Brook, NY
Headquartered in Rye Brook, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 800 Westchester Ave
- Time zone
- ET (UTC-5)
- Office locations
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