7500 College Blvd
Suite 1212
Overland Park, Kansas 66210
Tel: 913-345-7000
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107177 |
SEC# | 801-39348 |
Assets Managed by Firm | $2,369,159,436 |
No. of Clients | 1493 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1493 | $2,369,159,436 |
Individuals (other than high net worth individuals) | 125 | $71,670,646 |
High net worth individuals | 390 | $1,741,167,400 |
Pension and profit sharing plans | 9 | $30,232,743 |
Charitable organizations | 17 | $130,494,900 |
Other investment advisers | 1 | $113,833,445 |
Corporations or other businesses | 5 | $185,994,183 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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