Overview
Assets Under Management: $263 million
Headquarters: MINDEN, LA
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,271
Discretionary Accounts: 1,271
Regulatory Filings
CRD Number: 310713
Filing ID: 1954405
Last Filing Date: 2025-03-10 16:23:00
Website: https://meriwether.com