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Home > Retirement Planners > ohio > dublin > MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC.
6125 Memorial Dr
Dublin, Ohio 43017
Tel: 800-325-3539
About MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC, formally registered with the SEC as MEEDER ADVISORY SERVICES, INC. The firm was established in 10/23/1991. They have over 1 offices throughout the country.
MEEDER ADVISORY SERVICES, INC. is a Dublin, Ohio based Financial Planning firm with nearly $1,442,357,951 assets under management, offering retirement planning & investment advisory services to 3713 clients. The firm is staffed with 52 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106814 |
| SEC# | 801-40023 |
| Assets Managed by Firm | $1,442,357,951 |
| No. of Clients | 3713 |
| No. of Advisors | 52 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3713 | $1,442,357,951 |
| Individuals (other than high net worth individuals) | 3568 | $1,359,773,806 |
| Pension and profit sharing plans | 9 | $11,804,906 |
| Charitable organizations | 4 | $14,399,584 |
| Corporations or other businesses | 23 | $56,379,655 |
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