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MEKETA FIDUCIARY MANAGEMENT, LLC

5796 Armada Drive
Suite 110
Carlsbad, California 92008
Tel: 760.795.3450

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About MEKETA FIDUCIARY MANAGEMENT, LLC

MEKETA FIDUCIARY MANAGEMENT, LLC, formally registered with the SEC as MEKETA FIDUCIARY MANAGEMENT, LLC. The firm was established in 12/02/2022. They have over 7 offices throughout the country.

MEKETA FIDUCIARY MANAGEMENT, LLC is a Carlsbad, California based Financial Planning firm with nearly $16,949,000,000 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#323605
SEC#801-126961
Assets Managed by Firm$16,949,000,000
No. of Clients45
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total45$16,949,000,000
High net worth individualsFewer than 5 clients$29,000,000
Pension and profit sharing plans18$13,901,000,000
Charitable organizations22$2,498,000,000

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