MEESCHAERT FINANCIAL SERVICES, LLC
CRD #147020 SEC #801-78710 NEW YORK, NY (917) 561-2208
SEC Registered
Total AUM
$112.7M
Discretionary
$107.8M
Employees
2
Clients
--
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $112.7M | $107.8M | $4.9M | 2 | 0 |
| Aug 2021 | $112.7M | $107.8M | $4.9M | 2 | 0 |
| Jul 2021 | $112.7M | $107.8M | $4.9M | 2 | 0 |
| Mar 2021 | $112.7M | $107.8M | $4.9M | 2 | 0 |
| Jun 2020 | $79.6M | $79.6M | $0 | 1 | 0 |
| Mar 2020 | $40M | $40M | $0 | 1 | 0 |
| Dec 2019 | $35.4M | $30M | $5.4M | 1 | 0 |
| Mar 2019 | $35.4M | $30M | $5.4M | 1 | 0 |
| Mar 2018 | $44M | $44M | $0 | 1 | 2 |
| Mar 2017 | $62M | $62M | $0 | 1 | 1 |
| Sep 2016 | $55M | $55M | $0 | 1 | 1 |
| Mar 2016 | $55M | $55M | $0 | 2 | 1 |
| Mar 2015 | $62M | $62M | $0 | 1 | 1 |
| Apr 2014 | $60.7M | $60.7M | $0 | 1 | 1 |
| Feb 2014 | $61.1M | $61.1M | $0 | 1 | 1 |
| Oct 2013 | $61.1M | $61.1M | $0 | 1 | 1 |
DateMar 2022
Total AUM$112.7M
Discretionary$107.8M
Non-Disc.$4.9M
Employees2
Clients0
DateAug 2021
Total AUM$112.7M
Discretionary$107.8M
Non-Disc.$4.9M
Employees2
Clients0
DateJul 2021
Total AUM$112.7M
Discretionary$107.8M
Non-Disc.$4.9M
Employees2
Clients0
DateMar 2021
Total AUM$112.7M
Discretionary$107.8M
Non-Disc.$4.9M
Employees2
Clients0
DateJun 2020
Total AUM$79.6M
Discretionary$79.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees1
Clients0
DateDec 2019
Total AUM$35.4M
Discretionary$30M
Non-Disc.$5.4M
Employees1
Clients0
DateMar 2019
Total AUM$35.4M
Discretionary$30M
Non-Disc.$5.4M
Employees1
Clients0
DateMar 2018
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees1
Clients2
DateMar 2017
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees1
Clients1
DateSep 2016
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients1
DateMar 2016
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees1
Clients1
DateApr 2014
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees1
Clients1
DateFeb 2014
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees1
Clients1
DateOct 2013
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees1
Clients1