MEADOWBROOK INVESTMENT ADVISORS LLC
Adviser information for MEADOWBROOK INVESTMENT ADVISORS LLC last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 211 | $159.8M |
Non-Discretionary | 0 | $0 |
Total | 211 | $159.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 30 | $9.7M |
HNW Individuals | 33 | $123.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 7 | $26.3M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
17199 N LAUREL PARK DRSTE 311
LIVONIA
MI
United States
Monday - Friday, 10 A.M. TO 4 P.M.
Tel: 734-953-8688, Fax: None
Websites
Chief Compliance Officer
RONALD L DOYLE
MANAGING MEMBER
17199 N LAUREL PARK DRIVE
STE 311
LIVONIA
MI
United States
Tel:
734-953-8688
R*****@***********************M
(Full email address available in API data)
Regulatory Contact
DALE B EMBRY
MANAGING MEMBER
17199 N LAUREL PARK DR
STE 311
LIVONIA
MI
United States
Tel:
734-953-8688
D*****@***********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ABEL, GEORGE, FARRAR | Individual | – | MEMBER | 01/2013 | 25-50% |
EMBRY, DALE, BRIAN | Individual | – | MANAGING MEMBER | 01/2013 | 25-50% |
DOYLE, RONALD, LAWRENCE | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 01/2013 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
A T & T Corp | Equity | 210K | 11K | – |
Abbott Laboratories | Equity | 233K | 2K | – |
Abbvie Inc | Equity | 137K | 801 | – |
Accenture Plc | Equity | 8K | 25 | – |
Advanced Micro Devic | Equity | 32K | 200 | – |
Advent Claymore Conv | Equity | 57K | 5K | – |
Aflac Inc | Equity | 45K | 500 | – |
Agnc Investm | Equity | 48K | 2K | – |
Alcon Inc Ord | Equity | 12K | 140 | – |
Alibaba Group Hldg A | Equity | 1K | 15 | – |
Allete Inc New | Equity | 664 | 97 | – |
Allstate Corporation | Equity | 103K | 648 | – |
Alphabet Inc. Class | Equity | 1M | 7K | – |
Alphabet Incorporate | Equity | 103K | 560 | – |
Amazon Com Inc | Equity | 1M | 7K | – |
American Airls Group | Equity | 1K | 100 | – |
American Electric Po | Equity | 1K | 12 | – |
American Express Com | Equity | 1M | 5K | – |
Analog Devices Inc | Equity | 4K | 17 | – |
Apache Corp | Equity | 690K | 23K | – |
Apple Computer Inc | Equity | 6M | 26K | – |
Artisan Part Asset M | Equity | 315K | 8K | – |
Astrazeneca Plc | Equity | 2K | 31 | – |
Automatic Data Proce | Equity | 2M | 7K | – |
Bancroft Cf | Equity | 30K | 2K | – |
Bank Montreal Quebec | Equity | 6K | 75 | – |
Bank of Amer 7.25 C | Convertible | 932K | 780 | – |
Bank Of America Corp | Equity | 1M | 35K | – |
Bank Of Nova Scotia | Equity | 4K | 90 | – |
Barings Participatio | Equity | 35K | 2K | – |
Berkshire Hathaway C | Equity | 45K | 111 | – |
BJ's Wholesale Club | Equity | 248K | 3K | – |
Blackrock | Equity | 1M | 1K | – |
Blackrock Taxabl Mun | Equity | 9K | 548 | – |
Blackrock Tcp Capita | ETF | 96K | 9K | – |
Blackstone Group Lp | Equity | 3K | 28 | – |
Bloom Energy Corp | Equity | 23K | 2K | – |
Boeing Co | Equity | 1M | 7K | – |
Borg Warner | Equity | 322K | 10K | – |
Bp Amoco Plc Adr | Equity | 5K | 150 | – |
Bristol-Myers Squibb | Equity | 6K | 150 | – |
Broadcom LTD | Equity | 368K | 229 | – |
Brookfield Renewable | Equity | 106K | 4K | – |
C M S Energy Corp | Equity | 89K | 2K | – |
Calamos Convertible | Equity | 5K | 460 | – |
Carlisle Companies I | Equity | 630K | 2K | – |
Carnival Corp | Equity | 243 | 13 | – |
Carrier Global Corp | Equity | 252 | 4 | – |
Charles Schwab Commo | Equity | 4K | 50 | – |
Chevron Corp | Equity | 345K | 2K | – |
Chubb Corp | Equity | 3K | 13 | – |
Church & Dwight Co I | Equity | 157K | 2K | – |
Cigna Corp | Equity | 47K | 142 | – |
Cisco Systems Inc | Equity | 797K | 17K | – |
Citigroup Inc | Equity | 3K | 45 | – |
Clorox Company | Equity | 37K | 268 | – |
CME Group Inc | Equity | 1K | 7 | – |
Coca Cola Company | Equity | 217K | 3K | – |
Cohen Steers Reit Pr | Equity | 13K | 639 | – |
Colgate-Palmolive Co | Equity | 175K | 2K | – |
Comcast Corp A | Equity | 7K | 175 | – |
Comerica Incorporate | Equity | 238K | 5K | – |
Conocophillips | Equity | 17K | 150 | – |
Costco Whsl Corp New | Equity | 3M | 4K | – |
Coterra Energy | Equity | 277K | 10K | – |
Crane Holdings Co | Equity | 2K | 15 | – |
Crown Castle Inc | Equity | 684 | 7 | – |
Curtiss Wright Corp | Equity | 370K | 1K | – |
CVS Health Corp | Equity | 878K | 15K | – |
D T E Energy Company | Equity | 268K | 2K | – |
Delta Air Lines Inc | Equity | 23K | 480 | – |
Deutsch X Trks Msci | Equity | 14K | 335 | – |
Devon Energy Corp Ne | Equity | 270K | 6K | – |
Diageo Plc | Equity | 3K | 21 | – |
Diamondback Energy I | Equity | 320K | 2K | – |
Digital Realty TRUST | Equity | 1K | 8 | – |
Discover Financial S | Equity | 36K | 272 | – |
Disney Walt Hldg Co | Equity | 890K | 9K | – |
Dominion Res Inc Va | Equity | 84K | 2K | – |
Dover Corporation | Equity | 1M | 8K | – |
Dow Chemical Company | Equity | 86K | 2K | – |
DT Midstream | Equity | 116K | 2K | – |
Duke Energy Corporat | Equity | 191K | 2K | – |
Dycom Industries Inc | Equity | 319K | 2K | – |
East West Bancorp | Equity | 475K | 6K | – |
Eaton Corporation | Equity | 154K | 490 | – |
Eaton Vance Fl Rt In | ETF | 60K | 4K | – |
Ecolab | Equity | 60K | 250 | – |
Eli Lilly & Co | Equity | 14K | 15 | – |
Encompass Health Cor | Equity | 52K | 611 | – |
Enhabit Inc | Equity | 3K | 305 | – |
Everest Group | Equity | 573K | 2K | – |
ExlService Holdings | Equity | 278K | 9K | – |
Exxon Mobil Corporat | Equity | 607K | 5K | – |
FedEx Corporation | Equity | 3K | 11 | – |
Fidelity Msci Cons S | Equity | 18K | 388 | – |
Fidus Investment Cor | Equity | 54K | 3K | – |
First Tr Dj Internet | ETF | 5M | 22K | – |
First Tr Nasdaq 100 | ETF | 33K | 169 | – |
Flaherty Crumrine Dy | Equity | 30K | 2K | – |
Flaherty Crumrine To | Equity | 32K | 2K | – |
Ford Motor Company | Equity | 108K | 9K | – |
Fortune Brands Hm & | Equity | 56K | 857 | – |
Freeport McMoran Cop | Equity | 5K | 100 | – |
Garmin Ltd New | Equity | 70K | 430 | – |
Ge Healthcare Techno | Equity | 1K | 16 | – |
General Electric Aer | Equity | 6K | 36 | – |
General Mills | Equity | 26K | 408 | – |
General Motors Corp | Equity | 11K | 239 | – |
Gentherm Inc. | Equity | 153K | 3K | – |
Gilead Sciences Inc | Equity | 80K | 1K | – |
Global Payments | Equity | 526K | 5K | – |
Global X Russll 2000 | ETF | 54K | 3K | – |
Global X S&P 500 Cov | ETF | 160K | 4K | – |
Global X Superincome | ETF | 48K | 5K | – |
Global X US Preferre | ETF | 207K | 11K | – |
Hagerty Inc | Equity | 160K | 15K | – |
Hannon Armstrong Sus | REIT | 288K | 10K | – |
HealthEquity Inc | Equity | 353K | 4K | – |
Hexcel Corp. | Equity | 13K | 205 | – |
Home Depot Inc | Equity | 1M | 3K | – |
IBM Corporation | Equity | 354K | 2K | – |
Idex Corp | Equity | 217K | 1K | – |
Illinois Tool Works | Equity | 1M | 6K | – |
Illumina Inc | Equity | 31K | 300 | – |
Immunitybio Inc | Equity | 1K | 200 | – |
Intel Corp | Equity | 239K | 8K | – |
Interparfums Inc. | Equity | 195K | 2K | – |
Intuitive Surgical N | Equity | 40K | 90 | – |
Inventrust Pptys Cor | Equity | 17K | 675 | – |
Invesco Golden Drago | ETF | 2K | 105 | – |
Invesco Preferred ET | ETF | 491K | 42K | – |
Invesco Senior Loan | Equity | 79K | 4K | – |
Iron Mountain Inc Ne | Equity | 52K | 585 | – |
Ishare Canada | ETF | 31K | 843 | – |
Ishare Robot Artif I | Equity | 2K | 60 | – |
Ishares Core Msci To | ETF | 49K | 725 | – |
Ishares Global Etf | ETF | 3K | 250 | – |
Ishares Int Gov Cred | ETF | 12K | 117 | – |
Ishares JPM Emerging | ETF | 2K | 24 | – |
Ishares Mbs Etf | ETF | 7K | 74 | – |
Ishares Micro Cap Et | ETF | 2K | 17 | – |
Ishares Msci Aus Idx | ETF | 18K | 750 | – |
Ishares Msci Eafe Sm | ETF | 41K | 663 | – |
Ishares Msci Grmny I | ETF | 100K | 3K | – |
Ishares Msci Korea I | ETF | 2K | 35 | – |
Ishares Msci Switzer | ETF | 5K | 100 | – |
Ishares Russell 2000 | ETF | 9K | 35 | – |
Ishares Russell 2000 | ETF | 47K | 234 | – |
Ishares Russell Mid | ETF | 3K | 30 | – |
Ishares Silver TRUST | ETF | 7K | 275 | – |
Ishares Tr Barclays | ETF | 6K | 110 | – |
Ishares Tr Barclays | ETF | 19K | 364 | – |
Ishares Tr Msci Eafe | ETF | 4K | 54 | – |
Ishares Tr Russell 2 | ETF | 2K | 11 | – |
Ishares Tr S&P 100 I | ETF | 153K | 580 | – |
Ishares Tr S&P Midca | ETF | 21K | 360 | – |
Ishares TRUST | ETF | 87K | 1K | – |
Ishares US Aerospace | ETF | 6K | 45 | – |
J P Morgan Chase | Equity | 4M | 18K | – |
Johnson & Johnson | Equity | 731K | 5K | – |
Jpmorgan Market Expn | ETF | 8K | 141 | – |
Kadant Inc | Equity | 289K | 984 | – |
Kimberly-Clark Corp | Equity | 1M | 8K | – |
Kinder Morgan | Equity | 556K | 28K | – |
Kraft Heinz Company | Equity | 17K | 520 | – |
Kranshrs Elctr Vhcl | Equity | 28K | 1K | – |
L3Harris Technologie | Equity | 790K | 4K | – |
Lamar Advertising Co | Equity | 8K | 70 | – |
Lantheus Holdings In | Equity | 212K | 3K | – |
Lauder Estee Co Inc | Equity | 37K | 345 | – |
Leggett & Platt Inc | Equity | 83K | 7K | – |
Linde Plc | Equity | 2M | 4K | – |
LKQ Corporation | Equity | 160K | 4K | – |
Lockheed Martin Corp | Equity | 55K | 118 | – |
Luminar Technologies | Equity | 782 | 525 | – |
Mannkind Corp | Equity | 5K | 920 | – |
Marathon Oil Corp | Equity | 35K | 1K | – |
Marathon Pete Corp | Equity | 16K | 90 | – |
Marriott Vacation Wo | Equity | 185K | 2K | – |
Marsh & McLennan | Equity | 8K | 36 | – |
Marvell Technology I | Equity | 1M | 15K | – |
Masterbrand Inc | Equity | 12K | 840 | – |
Mastercard Inc | Equity | 2M | 5K | – |
McDonalds Corp | Equity | 5K | 21 | – |
Medical Properties | REIT | 3K | 720 | – |
Medtronic Inc | Equity | 10K | 124 | – |
Merchants Bancorp In | Equity | 24K | 600 | – |
Merck & Co Inc | Equity | 371K | 3K | – |
Merit Med Sys Inc | Equity | 303K | 4K | – |
Metlife Inc | Equity | 6K | 90 | – |
Mgm Resorts Intl | Equity | 6K | 133 | – |
Microchip Technology | Equity | 891K | 10K | – |
Microsoft Corp | Equity | 5M | 11K | – |
Minnesota Mining & M | Equity | 309K | 3K | – |
Morgan Stanley | Equity | 53K | 544 | – |
Mueller Industries | Equity | 274K | 5K | – |
N I O Inc | Equity | 2K | 451 | – |
National Fuel Gas Co | Equity | 12K | 220 | – |
Netflix Inc | Equity | 20K | 30 | – |
Nextera Energy Inc | Equity | 2K | 26 | – |
Nike Inc Class B | Equity | 967K | 13K | – |
Nordson Corp | Equity | 184K | 795 | – |
Norfolk Southern Cor | Equity | 199K | 925 | – |
Nuveen Global High I | Equity | 28K | 2K | – |
Nuveen Taxable Munic | Equity | 9K | 598 | – |
Nvidia Corp | Equity | 4M | 31K | – |
Occidental Pete Corp | Equity | 756 | 12 | – |
Omega Hlthcare Invs | Equity | 34K | 1K | – |
Omnicom Group Inc | Equity | 820K | 9K | – |
On Semiconductor Co | Equity | 27K | 400 | – |
Option Care Health | Equity | 183K | 7K | – |
Oracle Corporation | Equity | 69K | 487 | – |
Organon & Co | Equity | 6K | 300 | – |
Otis Worldwide Corp | Equity | 193 | 2 | – |
Pac Gas & Elec | Equity | 5K | 300 | – |
Palo Alto Networks | Equity | 403K | 1K | – |
Patterson Dental Co | Equity | 6K | 250 | – |
Paychex Inc | Equity | 5K | 40 | – |
Pepsico Incorporated | Equity | 994K | 6K | – |
Pfizer Incorporated | Equity | 555K | 20K | – |
Philip Morris Intl I | Equity | 1K | 11 | – |
Phillips 66 | Equity | 19K | 137 | – |
Planet Fitness Inc | Equity | 160K | 2K | – |
Pnc Finl Services Gp | Equity | 17K | 109 | – |
Ppl Corp | Equity | 802 | 29 | – |
Procter & Gamble Co | Equity | 37K | 227 | – |
Prothena Corp Plc | Equity | 4K | 200 | – |
Qualcomm Inc | Equity | 8K | 38 | – |
Rambus Inc. | Equity | 188K | 3K | – |
Raytheon Technologie | Equity | 19K | 193 | – |
Real Estate Select S | Equity | 615 | 16 | – |
Realty Income Corp | Equity | 322K | 6K | – |
Regal Rexnord Corp. | Equity | 222K | 2K | – |
RPM Incorporated Ohi | Equity | 166K | 2K | – |
S P D R TRUST Unit S | ETF | 511K | 939 | – |
Sch US Div Equity Et | ETF | 192K | 2K | – |
Sch US Mid-Cap Etf | ETF | 376K | 5K | – |
Sch US Reit Etf | ETF | 36K | 2K | – |
Schlumberger Ltd | Equity | 142K | 3K | – |
Schw Emg Mkt Eq Etf | ETF | 80K | 3K | – |
Schw Intl Eq Etf | ETF | 410K | 11K | – |
Schw US Lcap Gro Etf | ETF | 31K | 311 | – |
Schw US Lcap Val Etf | ETF | 125K | 2K | – |
Schwab US Large Cap | ETF | 4M | 56K | – |
Schwab US Small Cap | ETF | 394K | 8K | – |
Shell Plc | Equity | 1K | 17 | – |
Simon Property Group | Equity | 304 | 2 | – |
SiteOne Landscape Su | Equity | 125K | 1K | – |
Skyworks Solutions I | Equity | 478K | 4K | – |
Spdr Barclays Conver | ETF | 321K | 4K | – |
Spdr Barclays Etf | Equity | 31K | 1K | – |
SPDR Biotech | ETF | 1M | 15K | – |
SPDR Financial Selec | ETF | 70K | 2K | – |
Spdr Gold TRUST | ETF | 311K | 1K | – |
Spdr S&P Aerospace & | ETF | 6K | 45 | – |
SPDR S&P Clean Power | ETF | 362K | 6K | – |
Spdr S&P Dividend Et | ETF | 23K | 180 | – |
Spdr S&P Oil & Gas E | ETF | 9K | 62 | – |
SS&C Technologies | Equity | 226K | 4K | – |
Standex Internationa | Equity | 466K | 3K | – |
Starbucks Corp | Equity | 767K | 10K | – |
Starwood Ppty TRUST | Equity | 329K | 17K | – |
State Street | Equity | 2K | 100 | – |
Steel Dynamics | Equity | 262K | 2K | – |
Stryker Corp | Equity | 2M | 5K | – |
Sun Life Finl | Equity | 14K | 289 | – |
Suncor Energy Inc Ne | Equity | 3K | 86 | – |
Surgery Partners In | Equity | 293K | 12K | – |
Syndax Pharmaceutica | Equity | 35K | 2K | – |
Synopsys Inc | Equity | 448K | 753 | – |
Synovus Finl Co | Equity | 32K | 800 | – |
Sysco Corporation | Equity | 352K | 5K | – |
Target Corporation | Equity | 1K | 7 | – |
TechTarget Inc. | Equity | 210K | 7K | – |
Texas Instruments In | Equity | 6K | 32 | – |
The Southern Company | Equity | 6K | 75 | – |
Thermo Fisher Scient | Equity | 2M | 3K | – |
Toast Inc | Equity | 158K | 6K | – |
Toronto-Dominion Bk | Equity | 1K | 19 | – |
Toyota Mtr Co Ltd Or | Equity | 99K | 5K | – |
Tractor Supply Compa | Equity | 570K | 2K | – |
Uber Technologies In | Equity | 646K | 9K | – |
Union Pacific Corp | Equity | 4K | 17 | – |
United Parcel Servic | Equity | 105K | 769 | – |
United States Nat Ga | ETF | 20K | 1K | – |
Unitedhealth Group I | Equity | 2M | 5K | – |
Universal Health Ser | Equity | 264K | 1K | – |
Vail Resorts Inc. | Equity | 79K | 501 | – |
Valero Energy Corp | Equity | 132K | 8K | – |
VanEck Pref Sec | ETF | 7K | 63 | – |
Vangard Intl Small C | ETF | 437K | 10K | – |
Vanguard Emerging Ma | ETF | 483K | 10K | – |
Vanguard Europe Pac | ETF | 68K | 405 | – |
Vanguard Extended Mk | ETF | 26K | 260 | – |
Vanguard Financials | ETF | 2K | 46 | – |
Vanguard Glbal Ex US | ETF | 4K | 11 | – |
Vanguard Growth Etf | ETF | 5M | 88K | – |
Vanguard Intl Eqty I | ETF | 68K | 455 | – |
Vanguard Mid Cap Val | ETF | 86K | 1K | – |
Vanguard Pacific | ETF | 3K | 33 | – |
Vanguard Reit Etf | ETF | 41K | 225 | – |
Vanguard Small Cap V | ETF | 31K | 115 | – |
Vanguard Total Stock | ETF | 14K | 90 | – |
Vanguard Value Etf | ETF | 23K | 190 | – |
Vanguard Whitehall F | Equity | 595K | 14K | – |
Verizon Communicatio | Equity | 185K | 5K | – |
Viacomcbs Inc | Equity | 2K | 217 | – |
Viatris Inc | Equity | 553 | 52 | – |
Virgin Galactic Hldg | Equity | 126 | 15 | – |
Vista Outdoor Inc | Equity | 753 | 20 | – |
Walgreen Boots | Equity | 136K | 11K | – |
Warner Brothers Disc | Equity | 893 | 120 | – |
Waters Corp | Equity | 415K | 1K | – |
Wells Fargo & Co New | Equity | 766K | 13K | – |
Wells Fargo Conv Pfd | Convertible | 912K | 767 | – |
Welltower Inc | Equity | 60K | 574 | – |
Westrock Company | Equity | 12K | 234 | – |
Wintrust Financial 6 | Equity | 284K | 3K | – |
Wisdomtree Art Intll | Equity | 2K | 100 | – |
Wisdomtree TRUST Etf | Equity | 63K | 1K | – |
Workhorse Group Inc | Equity | 989 | 630 | – |
Zimmer Holdings Inc | Equity | 13K | 119 | – |
Zoetis Inc | Equity | 3K | 16 | – |
Zscaler Inc | Equity | 9K | 45 | – |
Whirlpool Corp | Equity | 266K | 3K | – |
Silvaco Group Inc | Equity | 116K | 6K | – |
Alerian MLP ETN | Equity | 94K | 3K | – |
Global Medical R E I | REIT | 10K | 1K | – |
Quantumscape Corp | Equity | 9K | 2K | – |