Meritage Portfolio Management Review


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Meritage Portfolio Management, federally registered in 1991, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 9 advisors. Meritage Portfolio Management manages $1.6 billion and provides investment advisory services for 452 clients (1:51 advisor/client ratio).

Meritage Portfolio Management requires a $2,000,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $2,000,000
Average Account AUM $3,624,373
Hybrid Advisor No
Disciplinary History No
Total AUM $1.6 billion
Advisor / Client Ratio 1:51
Headquarters Overland Park, KS
SEC Filings Forms and Brochures


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