Mead Adam & Co Inc is a large advisory firm based in Dayton. It manages $350.2 million of regulatory assets for 895 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 6 other states.
Mead Adam & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Mead Adam & Co Inc is $350.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% 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 Mead Adam & Co Inc 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.
Jack H. Adam has been acting as President since 1 Sep 1970. Michelle Kaelin Stroh joined the executive team most recently as the Senior Vice President And Portfolio Manager.
The principal office where Mead Adam & Co Inc performs its advisory services is located at 2110 Kettering Tower, Dayton, OH 45423, which is also the mailing address of the firm. An additional office of the firm is in Columbus, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-461-3790 or by fax 937-461-2969. The normal business hours are 8:30am to 5:30pm on Monday - Friday.