Eric
Meermann
Palisades Hudson Asset Management, L.P
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About this Advisor
Eric Meermann is a certified financial planner working out of Stamford, Connecticut, with 6 years of relevant experience. Meermann is on the advisory team at Palisades Hudson Asset Management, L.P. Throughout their career, they have worked at Palisades Hudson Asset Management, L.P. Meermann is approved to work in Connecticut and Texas. Palisades Hudson Asset Management, L.P is a firm headquartered in Fort Lauderdale, FL. It has offices in five locations and a total of 18 people on staff. It has $1 billion in assets under management among its 170 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 170 customer accounts, 56% belong to high-net-worth individuals who have greater than $1 million in assets. Palisades Hudson Asset Management, L.P performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically vary depending on which service is provided. However, fees charged by Palisades Hudson Asset Management, L.P most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palisades Hudson Asset Management, L.P Brokerage Details
$1,376,025,123
18
170
$8,094,265
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Eric Meermann Work History
Eric has been registered as a financial advisor for 6 years.*
Palisades Hudson Asset Management, L.P
Palisades Hudson Asset Management, L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Meermann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Palisades Hudson Asset Management, L.P
Fort Lauderdale, FL
Austin, TX
Atlanta, GA
Atlanta, GA
Stamford, CT
Portland, OR
Atlanta, GA
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
