The Mde Group, Inc. (Morristown)
The Mde Group, Inc. is a large advisory firm based in Morristown. It manages $1.25 billion of regulatory assets for 1,682 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Connecticut, Florida, and 8 other states.
The Mde Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The Mde Group: assets under management
The assets under management (AUM) of The Mde Group, Inc. is $1.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay The Mde Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at The Mde Group, Inc.
Glenn Alan Myers has been acting as President since 1 Oct 1991. Emil Robert Coscarelli joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Based in Morristown
The principal office where The Mde Group, Inc. performs its advisory services is located at 465 South Street, Morristown, NJ 07960, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-206-7100 or by fax 973-206-7101. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at mdegroup.com.
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