Jeffrey N. Mehler, Cfp Llc, CT — Investment Adviser | BuildTrust

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JEFFREY N. MEHLER, CFP LLC

Investment AdviceESSEX, CT

Assets Under Management

$391.3M

Total AUM

Donut chart: Discretionary 301.5M, Non-Discretionary 89.8M
Category	Value
Discretionary	301.5M
Non-Discretionary	89.8M

Adviser Information

Field	Value
CRD Number	126681
SEC Number	801-66937
Street Address	147 WESTBROOK ROAD
Location	ESSEX, CT 06426
Country	United States
Phone	860-767-9700
Fax	860-767-9701
Total Employees	8

Client Count by Type (171 Total)

Horizontal bar chart: High Net Worth Individual… 127, Individuals (other than H… 44
Category	Value
High Net Worth Individual…	127
Individuals (other than H…	44