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Building 2MEYER CAPITAL GROUP

Map pinMARLTON, NJ
Phone856-985-8400
NotebookSEC #801-34212
Total AUM
$1.5B
Employees
18
Clients
819

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 ROUTE 73N, SUITE 312
MARLTON
NJ 08053
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
856-985-8400
Other Offices
2

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,306
Discretionary
$993M
Accounts
2,043
Non-Discretionary
$491M
Accounts
263

ContactClients

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Individual Clients
609
AUM
$478.2M
HNW Individual Clients
165
AUM
$866M
Pension/Profit Sharing Plan Clients
27
AUM
$21M
Charitable Organization Clients
1
AUM
$177.1K
Corporation or Business Clients
17
AUM
$118.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGALAMAMDMONCNHNJNYOHPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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