Falists
← Back to search

MEADOWBROOK ADVISORS

MEADOWBROOK ADVISORS GROUP, LLC

CRD 337223 · SEC 801-133937

Visit website

CA, United States

Phone

973-370-7850

Fax

862-363-5550

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$321.0M

Discretionary AUM

$321.0M

Team

4 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals61$27.4M
High net worth individuals81$293.6M

States served

CA, DE, DC, MA, NJ, NY, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD