Meritage Portfolio Management Inc
Legal Name: MERITAGE PORTFOLIO MANAGEMENT, INC.
Full Contact Details
Meritage Portfolio Management Inc
7500 COLLEGE BLVD, SUITE 1212, OVERLAND PARK, KS
913-345-7000
913-345-2213
Other Info
Meritage Portfolio Management, Inc. is a registered financial advisory firm based in Kansas, employing 17 professionals, including 9 advisers. The firm has been registered with the SEC since 1991, and its services are currently approved for use by one client.
Meritage Portfolio Management
Meritage Portfolio Management is an institutionally based investment management firm, providing asset management for families, foundations, endowments, corporations and qualified retirement plans from its base in Overland Park, Kansas.
Meritage Mutual Funds
Value Equity Fund Growth Equity Fund Yield-Focus Equity Fund Meritage Portfolio Management Mutual FundsWhere discipline meets common sense Mutual funds Meritage offers three distinct mutual funds for investors seeking growth potential. Each is focused on a different segment of the market…
Direct Owners
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BRADLEY ANTHONY BERGMAN
OWNER owns more than 5% but less than 10%
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DEBORAH KAY EVEANS
VP OF FINANCE & CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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JAMES MILGRAM KLEIN
DIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGER owns more than 25% but less than 50%
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LEONARD CURTIS MITCHELL
PRINCIPAL AND SR. PORTFOLIO MGR owns more than 5% but less than 10%
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MARK EVERETT EVEANS
PRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%
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SHARON LEE DIVINE
PRINCIPAL & SR. PORTFOLIO MANAGER owns less than 5%
Firms Located Nearby
- Integrated Wealth Advisory Services Inc
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- Boyer & Corporon Wealth Management LLC
- Lumia Wealth LLC
- Personal Financial Group
- Windward Private Wealth Management Inc
- Financial Partners Group Inc
- Legacy Advisory Group LLC
- Boulder Wealth Management LLC
Top Holdings
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