Overview
Assets Under Management: $190 million
Headquarters: SHOW LOW, AZ
High-Net-Worth Clients: 64
Average Client Assets: $1 million
Frequently Asked Questions
MEIXLER INVESTMENT MANAGEMENT, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168223), MEIXLER INVESTMENT MANAGEMENT, LTD. is subject to fiduciary duty under federal law.
MEIXLER INVESTMENT MANAGEMENT, LTD. is headquartered in SHOW LOW, AZ.
MEIXLER INVESTMENT MANAGEMENT, LTD. serves 64 high-net-worth clients according to their SEC filing dated April 23, 2025. View client details ↓
According to their SEC Form ADV, MEIXLER INVESTMENT MANAGEMENT, LTD. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MEIXLER INVESTMENT MANAGEMENT, LTD. manages $190 million in client assets according to their SEC filing dated April 23, 2025.
According to their SEC Form ADV, MEIXLER INVESTMENT MANAGEMENT, LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.72
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 885
Discretionary Accounts: 885
Regulatory Filings
CRD Number: 168223
Filing ID: 1982100
Last Filing Date: 2025-04-23 14:58:00
Website: https://meixlerltd.com