Sunnymeath Asset Management, Inc. is a large advisory firm based in Red Bank. It manages $110.23 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Jersey.
Sunnymeath Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sunnymeath Asset Management, Inc. is $110.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 361% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sunnymeath Asset Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Paul O'mealia has been acting as President since 1 May 1996. Sean Michael Duddy joined the executive team most recently as the Vice President.
The principal office where Sunnymeath Asset Management, Inc. performs its advisory services is located at 151 Bodman Place, Red Bank, NJ 07701 0774, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-933-8444 or by fax 732-936-1170. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at sunnymeath.net.