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| Jeffrey N Mehler CFP LLC
✚
| |
|---|---|
| CRD # | 126681 |
| SEC # | 801-66937 |
| CIK # | |
| AUM | $323.2 MM (2024-07-26) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 860-767-9700 |
| Address | 147 Westbrook Road Essex, CT 06426 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 31.6 |
| (b) Individuals (high net worth individuals) | 127 | 286.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.5 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,334 | 323.2 |
| By Discretionary | ||
| Discretionary | 875 | 243.4 |
| Non-Discretionary | 459 | 79.8 |
| Total | 1,334 | 323.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.2 | |
| Total | 1,334 | 323.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Family Asset Management LLC
✚
|
SC | 0.3 |
|
Cypress Capital Advisors LLC
✚
|
TN | 0.3 |
|
Rubey & RUST Capital Management LLC
✚
|
NV | 0.3 |
|
JDH Wealth Management LLC
✚
|
CA | 0.3 |
|
Accretive Wealth Partners LLC
✚
|
NJ | 0.3 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Chapel Hill Investment Analysts Inc
✚
|
PA | 0.3 |
|
Caldwell Advisors LLC
✚
|
TN | 0.3 |
|
O'Donnell Financial Services LLC
✚
|
CA | 0.3 |
|
Palumbo Wealth Management LLC
✚
|
NY | 0.3 |