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Randy Meyer Investment Management, LLC (Yuba City)


Randy Meyer Investment Management, LLC is a large advisory firm based in Yuba City. It manages $36.5 million of regulatory assets for 304 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

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Randy Meyer Investment Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Randy Meyer Investment Management: assets under management

The assets under management (AUM) of Randy Meyer Investment Management, LLC is $36.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.06 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Randy Meyer Investment Management, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.

Based in Yuba City

The principal office where Randy Meyer Investment Management, LLC performs its advisory services is located at 1512 Starr Drive, Yuba City, CA 95993, 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 530-674-1157 or by fax 530-674-0501. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.meyershaw.com.


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