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Meredith David Robert (Jupiter)


Meredith David Robert is a large advisory firm based in Jupiter. It manages $36.97 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001.

Meredith David Robert provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Meredith David Robert: assets under management

The assets under management (AUM) of Meredith David Robert is $36.97 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $36.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.62 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Meredith David Robert for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jupiter

The principal office where Meredith David Robert performs its advisory services is located at 282 Locha Drive, Jupiter, FL 33458, which is also the mailing address of the firm. An additional office of the firm is in Weston, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-744-9517 or by fax 561-745-0770. The normal business hours are 9am - 12 pm on Monday - Friday.


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