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Meyer Marjorie Ann (University Park)


Meyer Marjorie Ann is an adviser based in University Park. It manages $40.94 million of regulatory assets for 206 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida and Massachusetts.

Meyer Marjorie Ann provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Meyer Marjorie Ann: assets under management

The assets under management (AUM) of Meyer Marjorie Ann is $40.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198.75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meyer Marjorie Ann 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.

Based in University Park

The principal office where Meyer Marjorie Ann performs its advisory services is located at 8106 Dukes Wood Ct, University Park, FL 34201, 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 941-552-8466. The normal business hours are by appointment on Monday - Friday.


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