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MERITAGE PORTFOLIO MANAGEMENT, INC.
OVERLAND PARK, KS
913-345-7000
SEC #801-39348Total AUM
$2.4B
Employees
18Clients
544Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7500 COLLEGE BLVD
SUITE 1212
OVERLAND PARK
KS 66210
United States
SUITE 1212
OVERLAND PARK
KS 66210
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
913-345-7000
Financials
Total AUM
$2.4B
Accounts
1,480Discretionary
$2.3B
Accounts
1,358Non-Discretionary
$142.7M
Accounts
122
Clients
Individual Clients
133AUM
$86.3M
HNW Individual Clients
383AUM
$1.8B
Pooled Vehicle Clients
2AUM
$50.3M
Pension/Profit Sharing Plan Clients
7AUM
$20.4M
Charitable Organization Clients
12AUM
$139.3M
Government Entity Clients
3AUM
$39.6M
Investment Advisor Clients
1AUM
$137.2M
Corporation or Business Clients
3AUM
$117.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILKSLAMAMDMEMONCNYOHORRITX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.