M
CRD: 123969
Meyerowitz Investment Management
West Orange, NJ
9736698393
$8.2M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-15-1993
- Office Locations
- 1
Office Locations
19 Howell Drive West Orange NJ
About Meyerowitz Investment Management
Meyerowitz Investment Management is a West Orange-based RIA. The firm has been operating for 33 years. Managing $8.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
66 AVG AGE
$8.2M AVG AUM / ADVISOR
$513.1K AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Optima
Client Personas
Quantum bridge
Investment Themes
Legacy Oak Foundation
Investment Vehicles
Insight alpha
Services
Legacy eagle Insight Radial Legacy fusion
Owner & Executives
MARK MEYEROWITZ
Chief Compliance Officer, Owner
- CRD
- #2330163
- Ownership
- 75% or more
(292) 942-7735
unison.ridge@summitcapital.com
in linkedin.com/in/peak-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,209,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,209,071 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,209,071
Equity - Exchange:
32.5% Cash:
67.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,261,307,229 | 32.5% |
| Cash | $2,619,638,091 | 67.5% |
| Total | $3,880,945,320 | 100.0% |