Sunnymeath Asset Management, Inc. (Red Bank)


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. 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.

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.