Pauline
Meehan
Capital Counsel LLC
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About this Advisor
Pauline Meehan is a financial advisor working out of New York, New York who has 2 years of industry experience. Meehan is on the advisory team at Capital Counsel LLC. They have spent their complete time as a financial advisor at Capital Counsel Llc. Meehan is registered to operate in New York. Capital Counsel LLC is an advisory company headquartered in New York, NY. It manages $2 billion in assets under management among its 676 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 676 customer accounts, 87% are held by high-net-worth clients who have more than $1 million in assets available to invest. Capital Counsel LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely depend on the financial services provided. However, fee types charged by Capital Counsel LLC typically consist of asset-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Counsel LLC Brokerage Details
$1,978,456,686
13
676
$2,926,711
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
Pauline Meehan Work History
Pauline has been registered as a financial advisor for 2 years.*
Capital Counsel LLC
*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 Pauline Meehan 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 Capital Counsel LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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