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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element matrixOptima pathway +more
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
About Meyers Financial Services
Meyers Financial Services (California’s North Bay) provides comprehensive wealth management and retirement income planning for high-net-worth individuals, business owners, and affluent retirees nationwide via virtual meetings. The firm emphasizes tax-efficient portfolio construction and risk management, with integrated tax, estate/legacy, and succession planning, and custodies assets at Charles Schwab backed by 40+ years of tax preparation experience.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
LILLIAN MARIE MEYERS
Chief Compliance Officer, President
- CRD
- #2016710
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ariel Star Andrews-Nolan
Investment Advisor
- CRD
- #7347309
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,417,243 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,417,243 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,417,243
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $154,236,604 | 17.0% |
| Cash | $142,442,040 | 15.7% |
| Equity - Exchange | $610,595,496 | 67.3% |
| Total | $907,274,140 | 100.0% |