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Meritage Portfolio Management, Inc.

CRD 107177SEC# 801-39348Overland Park, KS
Export (members)
No longer SEC-registered. Meritage Portfolio Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.42B
Employees
18
Accounts
1,480
Location
Overland Park, KS

Meritage Portfolio Management, Inc. assets under management

Meritage Portfolio Management, Inc. is an investment advisory firm registered with the SEC based in Overland Park, KS. It reports $2.4 billion in regulatory assets under management and employs 18 people.
View on SEC.gov ↗

Meritage Portfolio Management, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Bradley Anthony BergmanOwner5-10%2003
Deborah Kay Eveans ControlVp Of Finance & Chief Compliance Officer50-75%2004
James Milgram Klein ControlDirector, Principal & Senior Portfolio Manager25-50%1991
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Frequently asked questions

How much does Meritage Portfolio Management, Inc. manage?

Meritage Portfolio Management, Inc. reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Meritage Portfolio Management, Inc. have?

Meritage Portfolio Management, Inc. reports 18 employees.

Where is Meritage Portfolio Management, Inc. located?

Meritage Portfolio Management, Inc. is based in Overland Park, KS.

Does Meritage Portfolio Management, Inc. disclose fund performance?

Meritage Portfolio Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7500 College Blvd, Suite 1212, Overland Park, KS 66210
Office hours8:30 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.27B
Non-discretionary$142.7M
Total (RAUM)$2.42B