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MERITAGE PORTFOLIO MANAGEMENT, INC.

7500 College Blvd
Suite 1212
Overland Park, Kansas 66210
Tel: 913-345-7000

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About MERITAGE PORTFOLIO MANAGEMENT, INC.

MERITAGE PORTFOLIO MANAGEMENT, INC, formally registered with the SEC as MERITAGE PORTFOLIO MANAGEMENT, INC. The firm was established in 06/28/1991. They have over 1 offices throughout the country.

MERITAGE PORTFOLIO MANAGEMENT, INC. is a Overland Park, Kansas based Financial Planning firm with nearly $2,369,159,436 assets under management, offering retirement planning & investment advisory services to 1493 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107177
SEC#801-39348
Assets Managed by Firm$2,369,159,436
No. of Clients1493
No. of Advisors18

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1493$2,369,159,436
Individuals (other than high net worth individuals)125$71,670,646
High net worth individuals390$1,741,167,400
Pension and profit sharing plans9$30,232,743
Charitable organizations17$130,494,900
Other investment advisers1$113,833,445
Corporations or other businesses5$185,994,183

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ONEDIGITAL INVESTMENT ADVISORS
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MARINER WEALTH
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AE WEALTH MANAGEMENT, LLC
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$27,082,623,332277294578
PRIME CAPITAL FINANCIAL
6201 College Blvd., Suite #150
Overland Park, KS, 66211
$24,362,866,55230635353

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