Jeffrey N Mehler CFP LLC

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CAFR Data
Jeffrey N Mehler CFP LLC
CRD #126681
SEC #801-66937
CIK #
AUM $180.8 MM (56% Disc, 100% US)
Employees5 (40% Investors, 0% Brokers)
Phone860-767-9700
Address147 Westbrook Road
Essex, CT 06426
Source [IAPD] [Website]
Total AUM ($MM)
185148111743702004200920142020
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PA 0.2
Keeler & Nadler Financial Planning and Wealth Management LLC
OH 0.2
Calvert Investment Counsel LP
MD 0.2
Calder Investment Advisors
MI 0.2
Atrato Asset Management LLC
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St Johns Investment Management Co
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Compound Family Offices LLC
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