MEIRA WEALTH
Total AUM
$317.8M
Employees
6Clients
183Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
121 ALHAMBRA PLAZA
SUITE 1000
CORAL GABLES
FL 33134
United States
SUITE 1000
CORAL GABLES
FL 33134
United States
Operating Hours
8:30 A.M.-5:30 P.M.
Monday - Friday
Monday - Friday
Phone
305-670-4440
Other Offices
2
Financials
Total AUM
$317.8M
Accounts
782Discretionary
$317.8M
Accounts
782Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
88AUM
$51.9M
HNW Individual Clients
91AUM
$253.6M
Pension/Profit Sharing Plan Clients
4AUM
$12.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGANCNHNYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.