Mezzasalma Advisors
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Overview
Mezzasalma Advisors is an advisory firm that has its headquarters in Eatontown, New Jersey. The firm administers $161.0 million in assets under management over 631 client accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small group, including 1 financial advisor. Mezzasalma Advisors does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like options, bonds and equities.
Mezzasalma Advisors oversees the majority of its client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction choices without requiring client authorization. It also has five non-discretionary accounts totaling $287,417 in assets. The firm administers roughly $255,165 in assets for every account. The average advisor at Mezzasalma Advisors administers about 631 client accounts.
The firm's headquarters is at 67 Apple St, Eatontown, New Jersey 7724. Mezzasalma Advisors is legally allowed to provide services to clients across a few states, including California, Connecticut, Florida, New Jersey, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mezzasalma Advisors by the Numbers
$161.0 million
3
631
$255.2 thousand
Products and Services
Mezzasalma Advisors offers multiple services, which can include financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the last financial year, the firm provided 11-25 of its customers with financial planning services. The company does sell products or offer services other than investment advisory services to its clients. It also has a number of financial industry affiliations, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on which services are offered. Fees charged by Mezzasalma Advisors most likely include any combination of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors, high net worth investors and pension plans. Out of its 631 clients, Mezzasalma Advisors's biggest client type by number of accounts is retail investors, though it also manages money for 87 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 30.96%
- Other Individuals - 65.12%
- Corporations - 3.91%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mezzasalma Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mezzasalma Advisors
Eatontown, NJ
Eatontown, NJ
Eatontown, NJ
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