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MEYEROWITZ INVESTMENT MANAGEMENT

MEYEROWITZ, MARK

CRD 123969

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$8.2M

Discretionary AUM

$8.2M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-03-23

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals8$2.0M
High net worth individuals8$6.2M

All web addresses on file

Official SEC filing: View on IAPD