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Building 2MEYER HANDELMAN COMPANY LLC

Map pinRYE BROOK, NY
Phone914-939-4060
NotebookSEC #801-661
Total AUM
$3.2B
Employees
18
Clients
487

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 WESTCHESTER AVENUE
SUITE S-618
RYE BROOK
NY 10573-1373
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
914-939-4060

ReceiptFinancials

Total AUM
$3.2B
Accounts
487
Discretionary
$2.7B
Accounts
467
Non-Discretionary
$511.8M
Accounts
20

ContactClients

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Individual Clients
73
AUM
$33M
HNW Individual Clients
402
AUM
$2.7B
Pension/Profit Sharing Plan Clients
2
AUM
$12.5M
Charitable Organization Clients
5
AUM
$410.8M
Other Clients
5
AUM
$72.9M
Description of Other Clients
PARTNERSHIPS/PERSONAL HOLDING

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMANENHNJNYTXVAVT

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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