Marjorie A Meyer is a large advisory firm based in Sarasota. It manages $33.39 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2005.
Marjorie A Meyer provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Marjorie A Meyer is $33.39 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Marjorie A Meyer for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Marjorie A Meyer performs its advisory services is located at 750 N. Tamiami Trail, Sarasota, FL 34236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-330-9490 or by fax 941-330-9490. The normal business hours are 9-5 on Monday - Friday.