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James Milgram Klein

Director, Principal & Senior Portfolio ManagerMeritage Portfolio Management, Inc.CRD 4332747

About James Milgram Klein

James Milgram Klein is listed as Director, Principal & Senior Portfolio Manager at Meritage Portfolio Management, Inc. in Overland Park, KS. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Meritage Portfolio Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Milgram Klein work?

James Milgram Klein is listed as Director, Principal & Senior Portfolio Manager at Meritage Portfolio Management, Inc. on SEC Form ADV.

How much of Meritage Portfolio Management, Inc. does James Milgram Klein own?

Form ADV reports a beneficial ownership band of 25-50%.

Meritage Portfolio Management, Inc.

TitleDirector, Principal & Senior Portfolio Manager
Ownership25-50%
Control personYes
Since1991
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