M
$321.0M Total AUM
$321.0M Disc. AUM
-- 3Y CAGR
4 Employees
143 ADV. Clients
1 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-29-2025
- Office Locations
- 3
Office Locations
-- Bedminster NJ
-- Deerfield Beach FL
-- Hoboken NJ
About Meadowbrook Advisors
Meadowbrook Advisors is a Bedminster-based RIA with 3 offices. The firm has been operating for 1 years. Managing $321.0M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
25 AVG AGE
$107.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
GREGG AUERBACH
PRINCIPAL
- CRD
- #2169550
- Ownership
- Less than 5%
Available
Available
Available
IAN AUERBACH
Chief Compliance Officer, PRINCIPAL
- CRD
- #2583467
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Thomas Joseph Margaritondo
--
- CRD
- #6821452
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $321,013,138 | $707,077 |
| Non-Discretionary | $0 | -- |
| Total | $321,013,138 | $707,077 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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