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MEKETA INVESTMENT GROUP INC

80 University Ave
Westwood, Massachusetts 02090
Tel: 781-471-3500

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About MEKETA INVESTMENT GROUP INC

MEKETA INVESTMENT GROUP INC, formally registered with the SEC as MEKETA INVESTMENT GROUP INC. The firm was established in 04/19/1979. They have over 7 offices throughout the country.

MEKETA INVESTMENT GROUP INC is a Westwood, Massachusetts based Financial Planning firm with nearly $9,725,000,000 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 231 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110601
SEC#801-14519
Assets Managed by Firm$9,725,000,000
No. of Clients28
No. of Advisors231

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total28$9,725,000,000
Pension and profit sharing plans185$7,743,000,000
Charitable organizations30$447,000,000

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