Sunnymeath Asset Management, Inc.

Sunnymeath Asset Management, Inc. (CRD# 129934) is a financial advisory firm headquartered in Red Bank, NJ. They manage $100,197,568 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sunnymeath Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
James P. O'mealia
CRD#: 4342774
151 Bodman Place, Suite 401, Red Bank, NJ 07701

James O'mealia (CRD# 4342774) is an Investment Advisor Representative working at Sunnymeath Asset Management, Inc. in Red Bank, NJ and has 1 year of experience in the finance industry.

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