5796 Armada Drive
Suite 110
Carlsbad, California 92008
Tel: 760.795.3450
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 323605 |
SEC# | 801-126961 |
Assets Managed by Firm | $16,949,000,000 |
No. of Clients | 45 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 45 | $16,949,000,000 |
High net worth individuals | Fewer than 5 clients | $29,000,000 |
Pension and profit sharing plans | 18 | $13,901,000,000 |
Charitable organizations | 22 | $2,498,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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