MEADOWBROOK WEALTH MANAGEMENT, LLC

GARDEN CITY, New York·2 registered advisors·CRD# 110508
SEC# 801-1104180888-888-5250
01

Firm Overview

AUM
$61M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MEADOWBROOK WEALTH MANAGEMENT, LLC

2 registered advisors
Richard Francis Jack
GARDEN CITY, New York
Thomas George Efthimiou
GARDEN CITY, New York
05

Office Locations

GARDEN CITY, New York
2 advisors

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Data sourced from SEC Form ADV filings. MEADOWBROOK WEALTH MANAGEMENT, LLC (CRD# 110508) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.