Meyer Handelman Company LLC is a large advisory firm based in Rye Brook. It manages $1.91 billion of regulatory assets for 327 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Connecticut, Florida, and 8 other states.
Meyer Handelman Company provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Meyer Handelman Company LLC is $1.91 billion. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Meyer Handelman Company LLC for their services and products based on a percentage of assets under management and fixed fees. 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 firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Meyer Handelman Company is high net worth individuals with 262 clients and $1.57 billion of assets under management. Among the 9 most similar advisory firms, Meyer Handelman Company has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.85 billion for 324 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Meyer Handelman Company doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Meyer Handelman Company LLC performs its advisory services is located at 800 Westchester Avenue, Rye Brook, NY 10573 1373 The mailing address of the firm is P.O. Box 817, Purchase, NY 10577 0817. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-939-4060 or by fax 914-939-4066. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.