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Building 2MEREDITH WEALTH PLANNING

Map pinMARYVILLE, IL
Phone618-744-6755
NotebookSEC #801-122113
Total AUM
$478.7M
Employees
2
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6300 EAST MAIN STREET
MARYVILLE
IL 62062
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
618-744-6755

ReceiptFinancials

Total AUM
$478.7M
Accounts
914
Discretionary
$478.7M
Accounts
914
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$62.7M
HNW Individual Clients
116
AUM
$397.8M
Charitable Organization Clients
1
AUM
$337.6K
Corporation or Business Clients
1
AUM
$17.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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