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Home > Retirement Planners > arizona > show low > MEIXLER INVESTMENT MANAGEMENT, LTD.
MEIXLER INVESTMENT MANAGEMENT, LTD.
4451 S. White Mountain Road
Suite A
Show Low, Arizona 85901
Tel: 928-537-8700
About MEIXLER INVESTMENT MANAGEMENT, LTD.
MEIXLER INVESTMENT MANAGEMENT, LTD, formally registered with the SEC as MEIXLER INVESTMENT MANAGEMENT, LTD. The firm was established in 10/23/2013. They have over 1 offices throughout the country.
MEIXLER INVESTMENT MANAGEMENT, LTD. is a Show Low, Arizona based Financial Planning firm with nearly $169,517,423 assets under management, offering retirement planning & investment advisory services to 850 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168223 |
| SEC# | 801-78675 |
| Assets Managed by Firm | $169,517,423 |
| No. of Clients | 850 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 850 | $169,517,423 |
| Individuals (other than high net worth individuals) | 463 | $89,541,623 |
| High net worth individuals | 73 | $79,975,800 |
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