MERITAGE PORTFOLIO MANAGEMENT, INC.

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

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 $1,910,042,932 assets under management, offering retirement planning & investment advisory services to 1415 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107177
SEC#	801-39348
Assets Managed by Firm	$1,910,042,932
No. of Clients	1415
No. of Advisors	17

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	1415	$1,910,042,932
Individuals (other than high net worth individuals)	124	$47,050,336
High net worth individuals	384	$1,411,385,805
Pension and profit sharing plans	10	$29,580,105
Charitable organizations	18	$114,510,545
Other investment advisers	1	$66,683,721
Corporations or other businesses	6	$146,681,332

Inquire with MERITAGE PORTFOLIO MANAGEMENT, INC.

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$155,328,127,625	222474	1165
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$89,148,595,824	25199	550
MARINER WEALTH ADVISORS 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$65,874,566,238	112465	1465
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$21,800,698,476	177044	571
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$20,767,599,397	148	48

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