M
CRD: 142437
Meehan, Bernard
Astoria, NY
7186267814
$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-26-2007
- Office Locations
- 1
Office Locations
-- Astoria NY
About Meehan, Bernard
Meehan, Bernard is a Astoria-based RIA. The firm has been operating for 19 years. Managing $7.1M in total assets under management, with 1 advisory representatives. Services offered include 529 Plans, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$197.6K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Fusion prime
Client Personas
Summit meridian
Investment Themes
Glacier
Investment Vehicles
Momentum
Services
Fusion Beacon Signal oak
Owner & Executives
B
BERNARD NORMAN MEEHAN
Owner
- CRD
- #1061815
- Ownership
- 75% or more
(924) 785-3281
prime.signal@unisoncapital.com
in linkedin.com/in/vital-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,114,124 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,114,124 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,114,124
Equity - Exchange:
6.9% Cash:
23.5% Corporate - Investment Grade:
24.2% Municipal Bonds:
27.3% U.S. Government/Agency:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $191,385,520 | 6.9% |
| Cash | $651,820,249 | 23.5% |
| Corporate - Investment Grade | $671,236,171 | 24.2% |
| Municipal Bonds | $757,220,970 | 27.3% |
| U.S. Government/Agency | $502,040,278 | 18.1% |
| Total | $2,773,703,188 | 100.0% |