Meyer Financial Advisors, Inc.

Meyer Financial Advisors, Inc. (CRD# 293388) is a financial advisory firm headquartered in , . They manage $17,048,149 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.meyerfa.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $631,413
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Meyer Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joel Meyer, financial advisor Los Altos CA
Joel M. Meyer
CRD#: 2507610
Los Altos, CA

Joel Meyer (CRD# 2507610) is an Investment Advisor Representative working at Meyer Financial Advisors, Inc. in Los Altos, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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