Thomas Meyer Investments

RIASEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$150K
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
327049
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals67.62%
  • Pension & Profit Sharing Plans32.38%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Thomas Meyer Investments is a small, privately owned limited liability company that provides discretionary portfolio management primarily for individuals, families and a limited number of institutional clients. The firm charges fees as a percentage of assets under management and focuses on traditional advisory work for individuals and small businesses. The adviser is not set up as a capital allocator, is not characterized as an active ESG investor, and does not operate as a multi-state adviser according to the available filing details.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 55%, Exchange Traded Equities 24%, Cash & Cash Equivalents 20%, Derivatives 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents20%
  • Derivatives1%

Contacts

1 of 1
  • Thomas Meyer

    Managing DirectorCRD 2369107

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth