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MEIRA WEALTH
121 Alhambra Plaza
Suite 1000
Coral Cables, Florida 33134
Tel: 305-670-4440
About MEIRA WEALTH
MEIRA WEALTH, formally registered with the SEC as MEIRA WEALTH. The firm was established in 07/16/1999. They have over 1 offices throughout the country.
MEIRA WEALTH is a Coral Cables, Florida based Financial Planning firm with nearly $267,282,919 assets under management, offering retirement planning & investment advisory services to 782 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108648 |
| SEC# | 801-56677 |
| Assets Managed by Firm | $267,282,919 |
| No. of Clients | 782 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 782 | $267,282,919 |
| Individuals (other than high net worth individuals) | 111 | $59,759,122 |
| High net worth individuals | 74 | $194,162,556 |
| Pension and profit sharing plans | 10 | $13,361,241 |
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