Meadowbrook Investment Advisors LLC (Livonia)

Name: Meadowbrook Investment Advisors LLC
Address: 17199 N Laurel Park Dr, Livonia, MI, 48152 7904
Telephone: 734-953-8688

Meadowbrook Investment Advisors LLC is a large advisory firm based in Livonia. It manages $121.71 million of regulatory assets for 208 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Michigan.

Meadowbrook Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meadowbrook Investment Advisors: assets under management

The assets under management (AUM) of Meadowbrook Investment Advisors LLC is $121.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and $472.8 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $121.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $585.15 thousand each.

Meadowbrook Investment Advisors has custody of $8.95 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 64% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 22% of the firm’s portfolio. Investments in cash and cash equivalents form 7% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Meadowbrook Investment Advisors LLC for their services and products based on a percentage of assets under management. 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.

What kind of clients Meadowbrook Investment Advisors serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Meadowbrook Investment Advisors is high net worth individuals with 30 clients and $87.11 million of assets under management. Among the 10 most similar advisory firms, Meadowbrook Investment Advisors has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $121.71 million for 69 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Meadowbrook Investment Advisors doesn't advise any private funds.

Careers at Meadowbrook Investment Advisors LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Farrar Abel	Managing partner	1 Jul 1999	Other	4354538
Dale Brian Embry	Partner	1 Jul 1999	Other	4354547
Robert Thomas Grabowski	Partner	1 Jul 1999	Other	4354550
Ronald Lawrence Doyle	Partner	1 Oct 1999	Other	4354557
Marty Leslie Bernstein	Partner	1 Dec 2000	Other	1011576
George Farrar Abel	Member	1 Jan 2013	25% - 50%	4354538
Dale Brian Embry	Managing member	1 Jan 2013	25% - 50%	4354547
Robert Thomas Grabowski	Member	1 Jan 2013	Other	4354550
Ronald Lawrence Doyle	Managing member, chief compliance officer	1 Jan 2013	25% - 50%	4354557

Based in Livonia

The principal office where Meadowbrook Investment Advisors LLC performs its advisory services is located at 17199 N Laurel Park Dr, Livonia, MI 48152 7904, 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 734-953-8688 or by fax 734-953-9170. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at meadowbrook-advisors.com.