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Home > Retirement Planners > wisconsin > lake geneva > MEKETA FIDUCIARY MANAGEMENT, LLC
MEKETA FIDUCIARY MANAGEMENT, LLC
5796 Armada Drive
Suite 110
Carlsbad, California 92008
Tel: 760.795.3450
About MEKETA FIDUCIARY MANAGEMENT, LLC
MEKETA FIDUCIARY MANAGEMENT, LLC, formally registered with the SEC as MEKETA FIDUCIARY MANAGEMENT, LLC. The firm was established in 12/02/2022. They have over 7 offices throughout the country.
MEKETA FIDUCIARY MANAGEMENT, LLC is a Carlsbad, California based Financial Planning firm with nearly $16,949,000,000 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323605 |
| SEC# | 801-126961 |
| Assets Managed by Firm | $16,949,000,000 |
| No. of Clients | 45 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 45 | $16,949,000,000 |
| High net worth individuals | Fewer than 5 clients | $29,000,000 |
| Pension and profit sharing plans | 18 | $13,901,000,000 |
| Charitable organizations | 22 | $2,498,000,000 |
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