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| Meadowbrook Investment Advisors LLC
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|---|---|
| CRD # | 109960 |
| SEC # | 801-57918 |
| CIK # | 0002119283, 0001308290 |
| AUM | 185.2 M (2026-01-19) |
| 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) | |
|---|---|---|---|
| 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) | 29 | 10.1 |
| (b) Individuals (high net worth individuals) | 35 | 146.1 |
| (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 | 29.0 |
| (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 | 217 | 185.2 |
| By Discretionary | ||
| Discretionary | 217 | 185.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 217 | 185.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 184.6 | |
| Total | 217 | 185.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001308290] | |
| 13F-HR | [0002119283] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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