Sunnymeath Asset Management, Inc. (Red Bank)

Name: Sunnymeath Asset Management, Inc.
Address: 151 Bodman Place, Red Bank, NJ, 07701 0774
Telephone: 732-933-8444

Sunnymeath Asset Management, Inc. is a large advisory firm based in Red Bank. It manages $110.23 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Jersey.

Sunnymeath Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sunnymeath Asset Management: assets under management

The assets under management (AUM) of Sunnymeath Asset Management, Inc. is $110.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 361% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $110.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sunnymeath Asset Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sunnymeath Asset Management, Inc.

James Paul O'mealia has been acting as President since 1 May 1996. Sean Michael Duddy joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Paul O'mealia	President/ shareholder	1 May 1996	75% - 100%	4342774
James O'mealia	President/ shareholder	1 May 1996	75% - 100%	4342774
Jerry Ambrose Grospe	Senior vice president/ chief compliance officer	1 Oct 2003	Other	4896464
Christopher Bartley Benjamin	Vice president - marketing	1 Oct 2004	Other	1385930
Julie Ann Crolius	Vice president	1 Mar 2005	Other	4966301
Julie A Crolius	Vice president	1 Mar 2005	Other	4966301
Edward James King	Senior vice president	1 May 2005	Other	4966306
Edward King	Senior vice president	1 May 2005	Other	4966306
Stephen Johnson Smith	Vice president	1 Jun 2008	Other	5561247
Sean Michael Duddy	Vice president	1 Jul 2008	Other	1444486

Based in Red Bank

The principal office where Sunnymeath Asset Management, Inc. performs its advisory services is located at 151 Bodman Place, Red Bank, NJ 07701 0774, 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 732-933-8444 or by fax 732-936-1170. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at sunnymeath.net.