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Building 2MEIXLER INVESTMENT MANAGEMENT, LTD.

Map pinSHOW LOW, AZ
Phone928-537-8700
NotebookSEC #801-78675
Total AUM
$228.4M
Employees
1
Clients
570

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4451 S. WHITE MOUNTAIN ROAD
SUITE A
SHOW LOW
AZ 85901
United States
Operating Hours
7:30AM - 4:30PM
Monday - Friday
Phone
928-537-8700

ReceiptFinancials

Total AUM
$228.4M
Accounts
941
Discretionary
$228.4M
Accounts
941
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
520
AUM
$135.3M
HNW Individual Clients
41
AUM
$89.4M
Charitable Organization Clients
1
AUM
$33.2K
Corporation or Business Clients
8
AUM
$3.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDLANENHNMTXWA

HandshakeAffiliates

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

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