Overview
Assets Under Management: $334 million
Headquarters: MARYVILLE, IL
High-Net-Worth Clients: 2
Average Client Assets: $131 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.63
Average High-Net-Worth Client Assets: $131 million
Total Client Accounts: 803
Discretionary Accounts: 803
Regulatory Filings
CRD Number: 300019
Filing ID: 1963045
Last Filing Date: 2025-03-20 09:59:00
Website: https://meredithwealth.com