Overview
Assets Under Management: $190 million
Headquarters: SHOW LOW, AZ
High-Net-Worth Clients: 1
Average Client Assets: $105 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.26
Average High-Net-Worth Client Assets: $105 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