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James Frederick Meisner

COMMONFUND ASSET MANAGEMENT COMPANY, INC.·WILTON, Connecticut
Unclaimed Profile
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 1231994Firm CRD# 110689
01

About

James Frederick Meisner is a registered financial advisor based in WILTON, Connecticut, affiliated with COMMONFUND ASSET MANAGEMENT COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COMMONFUND OCIO, INC.
COMMONFUND OCIO, INC.
AUM
$20.2B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at COMMONFUND OCIO, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1231994
Firm CRD# 110689
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Frederick Meisner offer?
James Frederick Meisner specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.
What are James Frederick Meisner's credentials?
James Frederick Meisner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Frederick Meisner located?
James Frederick Meisner is based in WILTON, Connecticut, working with COMMONFUND ASSET MANAGEMENT COMPANY, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does James Frederick Meisner charge for services?
James Frederick Meisner's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONFUND ASSET MANAGEMENT COMPANY, INC.?
COMMONFUND ASSET MANAGEMENT COMPANY, INC. has approximately 42 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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