Meritage Portfolio Management Review

Trust Score 97%
Trust Score info_outline

Last updated: May 20th, 2019. Data source: SEC filings.

Meritage Portfolio Management, federally registered in 1991, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 9 advisors. Meritage Portfolio Management manages $1.5 billion and provides investment advisory services for 495 clients (1:55 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $3,091,783
Hybrid Advisor No
Disciplinary History No
Total AUM $1.5 billion
Advisor / Client Ratio 1:55
Headquarters Overland Park, KS
SEC Filings Forms and Brochures    (CRD # 107177)
State(s) Registered AZ, CA, FL, IL, KS, LA, MA, MN, MO, NE, NY, OK, OR, RI, TX

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