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Building 2MEKETA FIDUCIARY MANAGEMENT, LLC

Map pinCARLSBAD, CA
Phone760.795.3450
NotebookSEC #801-126961
Total AUM
$20.1B
Employees
1
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5796 ARMADA DRIVE
SUITE 110
CARLSBAD
CA 92008
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
760.795.3450
Other Offices
5

ReceiptFinancials

Total AUM
$20.1B
Accounts
49
Discretionary
$19.7B
Accounts
48
Non-Discretionary
$483M
Accounts
1

ContactClients

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HNW Individual Clients
1
AUM
$14M
Pension/Profit Sharing Plan Clients
21
AUM
$16.6B
Charitable Organization Clients
23
AUM
$3B
Government Entity Clients
1
AUM
$62M
Other Clients
1
AUM
$448M
Description of Other Clients
VEBA, OPEB, AND HEALTH & WELFARE PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILMANYOR

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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