Jeffrey N Mehler CFP LLC


Assets, Funds, Holdings

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Jeffrey N Mehler CFP LLC
CRD #126681
SEC #801-66937
AUM $180.8 MM (56% Disc, 100% US)
Employees5 (40% Investors, 0% Brokers)
Address147 Westbrook Road
Essex, CT 06426
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Congress Park Capital LLC
NY 0.2
Wedgewood Investors Inc
PA 0.2
Lepercq De Neuflize & Co Inc
NY 0.2
Lloyd Leith & Sawin Inc
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
UT 0.2
St Johns Investment Management Co
FL 0.2
Compound Family Offices LLC
FL 0.2
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