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Building 2JEFFREY N. MEHLER, CFP LLC

Map pinESSEX, CT
Phone860-767-9700
NotebookSEC #801-66937
Total AUM
$416.2M
Employees
9
Clients
179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
147 WESTBROOK ROAD
ESSEX
CT 06426
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
860-767-9700

ReceiptFinancials

Total AUM
$416.2M
Accounts
1,264
Discretionary
$323.9M
Accounts
940
Non-Discretionary
$92.3M
Accounts
324

ContactClients

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Individual Clients
46
AUM
$20.1M
HNW Individual Clients
131
AUM
$393.4M
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
1
AUM
$29

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FORENSIC FINANCIAL STATEMENT ANALYSIS IN DIVORCE PROCEEDINGS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CTMANY

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

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