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Building 2MEEDER ADVISORY SERVICES, INC.

Map pinDUBLIN, OH
Phone866-633-3371
NotebookSEC #801-40023
Total AUM
$2.9B
Employees
73
Clients
3,638

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6125 MEMORIAL DR
DUBLIN
OH 43017
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
866-633-3371

ReceiptFinancials

Total AUM
$2.9B
Accounts
3,640
Discretionary
$2.9B
Accounts
3,640
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,877
AUM
$945.3M
HNW Individual Clients
717
AUM
$1.8B
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Charitable Organization Clients
9
AUM
$26.5M
Insurance Company Clients
1
AUM
$24.6M
Corporation or Business Clients
33
AUM
$84M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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