Mark
Meulenberg
Masonry Capital Management, LLC
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About this Advisor
Mark Meulenberg is a chartered financial analyst who works in Charlottesville, Virginia with 5 years of industry experience. Meulenberg is currently employed by Masonry Capital Management, LLC. They have spent the entirety of their employment at Masonry Capital Management, Llc. Meulenberg maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Virginia. Masonry Capital Management, LLC is a firm based out of Charlottesville, VA. It oversees $637 million in total assets among its 67 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 67 client accounts, 98% are held by high-net-worth investors who have at least $1 million in assets. Masonry Capital Management, LLC offers a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees charged by Masonry Capital Management, LLC likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Masonry Capital Management, LLC Brokerage Details
$637,406,295
3
67
$9,513,527
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Mark Meulenberg Work History
Mark has been registered as a financial advisor for 5 years.*
Vnbtrust, National Association
*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 Mark Meulenberg 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 Masonry Capital Management, LLC
Charlottesville, VA
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