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| Meadowbrook Investment Advisors LLC
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|---|---|
| CRD # | 109960 |
| SEC # | 801-57918 |
| CIK # | 0001308290 |
| AUM | $176.0 M (2025-01-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 734-953-8688 |
| Address | 17199 N Laurel Park Dr Livonia, MI 48152-7904 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.5 | ||
| Apple Inc | 5.2 | ||
| J P Morgan Chase & Co | 5.0 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Mastercard Inc | 2.8 | ||
| Automatic Data Processing Inc | 2.0 | ||
| Stryker Corp | 1.8 | ||
| Linde PLC | 1.6 | ||
| American Express Co | 1.6 | ||
| Amazon Com Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 11.3 |
| (b) Individuals (high net worth individuals) | 32 | 137.0 |
| (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 | 7 | 27.6 |
| (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 | 221 | 176.0 |
| By Discretionary | ||
| Discretionary | 221 | 176.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 221 | 176.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 175.4 | |
| Total | 221 | 176.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001308290] |
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|---|---|---|
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Beacon Capital LLC
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IA | 0.2 |
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Blalock Williams LLC
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AL | 0.2 |
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Pacifica Wealth Advisors Inc
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0.2 | |
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D M Brenner Inc
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Matriarch Wealth Management LLC
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OH | 0.2 |
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Aegis Wealth Management Inc
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Prospect Financial Group LLC
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|
0.2 | |
|
W&S Brokerage Services Inc
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OH | 0.2 |