M
Meyerowitz Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,209,071
Clients
16
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$513,067
About
Meyerowitz Investment Management is a state-registered independent investment adviser led by founder and president Mark Meyerowitz that provides investment management, securities and insurance-related services to individual investors as well as high‑net‑worth individuals, corporations and small businesses. As of December 31, 2025 the firm reported discretionary management of about $9.53 million and serves a small client base (16 clients), offering portfolio construction, ongoing monitoring and custodial arrangements.
The firm uses a combination of fundamental and technical analysis to guide investment decisions and implements a range of strategies from long‑term purchases to short‑term trading, including the use of options, margin and short sales where appropriate. It generally manages accounts on a discretionary basis, performs periodic reviews and rebalancing, and coordinates with clients’ tax professionals while declining to provide tax advice itself.
Notable aspects of the practice include its solo‑practitioner model with multi‑decade tenure (founded in 1993) and a very small, concentrated client roster, which the brochure indicates results in one primary adviser overseeing all supervisory duties. The firm discloses no outside affiliations or soft‑dollar arrangements, recommends Schwab as a custodian but allows client choice, and does not vote client proxies (clients retain proxy voting responsibility).
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Flat fees may be negotiated but must not exceed the standard fee schedule.
2% annually
Main office location
Meyerowitz Investment Management
West Orange NJ, United States
Number of offices
1
Most active in
Meyerowitz Investment Management has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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