RIA Intel›Advisers›New York›MEEHAN, BERNARD NORMAN

MEEHAN, BERNARD NORMAN

Advisory

Data as of Mar 14, 2024 · Source: SEC Form ADV

Rank in NY

#5,350

of 5,722 advisers by AUM

Average account

$142K

across 50 accounts

AUM per adviser

$7M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 14, 2024.

Total AUM

$7M

Discretionary %

100%

Clients

36

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

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SAR SERVICES, INC.

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SCOTT S. GRIFFIN

$7M

LUMINA FUND MANAGEMENT LLC

NEW YORK, NY

$7M

-98.1% 1Y

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