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| Meadowbrook Advisors Group LLC
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|---|---|
| CRD # | 337223 |
| SEC # | 801-133937 |
| CIK # | 0002119283, 0001308290 |
| AUM | 321.0 M (2026-03-20) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 973-370-7850 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.1 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Nvidia Corp | 5.3 | ||
| Microsoft Corp | 4.2 | ||
| Marvell Technology Inc | 3.3 | ||
| Costco Wholesale Corp /NEW | 3.1 | ||
| Mastercard Inc | 2.6 | ||
| Alphabet Inc | 2.3 | ||
| UnitedHealth Group Inc | 1.8 | ||
| Linde PLC | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 27.4 |
| (b) Individuals (high net worth individuals) | 81 | 293.6 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 454 | 321.0 |
| By Discretionary | ||
| Discretionary | 454 | 321.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 454 | 321.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 319.5 | |
| Total | 454 | 321.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001308290] | |
| 13F-HR | [0002119283] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BB Graham & Company Inc
✚
|
CA | 321.7 M |
|
HF Advisory Group LLC
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MD | 321.5 M |
|
Asset Preservation Group Inc
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Advisors Financial Inc
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|
Strategic Financial Partners Ltd
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|
Toomey Investment Management Inc
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CT | 321.0 M |
|
HW Capital LLC
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CA | 321.0 M |
|
Sentinel Advisory Group LLC
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WI | 320.8 M |
|
Elevate Wealth Management LLC
✚
|
WY | 320.3 M |
|
Alhambra Investment Management LLC
✚
|
FL | 320.2 M |