Meyers Financial Services

Meyers Financial Services (CRD# 136624) is a financial advisory firm headquartered in Sonoma, CA. They manage $22,214,513 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
670 West Napa Street, Suite C, Sonoma, CA 95476
http://www.meyersfinancial.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $249,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Meyers Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Lillian Meyers, financial advisor Sonoma CA
Lillian M. Meyers
CRD#: 2016710
670 West Napa Street, Suite C, Sonoma, CA 95476

Lillian Meyers (CRD# 2016710) is an Investment Advisor Representative working at Meyers Financial Services in Sonoma, CA and has over 33 years of experience in the finance industry.

2
Ariel Andrews-Nolan, financial advisor Sonoma CA
Ariel S. Andrews-Nolan
CRD#: 7347309
670 West Napa Street, Suite C, Sonoma, CA 95476

Ariel Andrews-Nolan (CRD# 7347309) is an Investment Advisor Representative working at Meyers Financial Services in Sonoma, CA and has over 3 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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