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Meditron Asset Management, LLC (New York)


Meditron Asset Management, LLC is a mid-sized advisory firm based in New York. It manages $50 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of New Jersey, New York, and Pennsylvania.

Meditron Asset Management provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and advice on matters not involving securities. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Meditron Asset Management: assets under management

The assets under management (AUM) of Meditron Asset Management, LLC is $50 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $367.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meditron Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Meditron Asset Management, LLC performs its advisory services is located at 641 Lexington Ave., New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-588-4258 or by fax 646-588-4248. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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