MERITAGE PORTFOLIO MANAGEMENT, INC.

7500 College Blvd
Suite 1212
Overland Park, Kansas 66210
Tel: 913-345-7000

About MERITAGE PORTFOLIO MANAGEMENT, INC.

MERITAGE PORTFOLIO MANAGEMENT, INC, formally registered with the SEC as MERITAGE PORTFOLIO MANAGEMENT, INC. The firm was established in 06/28/1991. They have over 1 offices throughout the country.

MERITAGE PORTFOLIO MANAGEMENT, INC. is a Overland Park, Kansas based Financial Planning firm with nearly $2,369,159,436 assets under management, offering retirement planning & investment advisory services to 1493 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107177
SEC#	801-39348
Assets Managed by Firm	$2,369,159,436
No. of Clients	1493
No. of Advisors	18

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1493	$2,369,159,436
Individuals (other than high net worth individuals)	125	$71,670,646
High net worth individuals	390	$1,741,167,400
Pension and profit sharing plans	9	$30,232,743
Charitable organizations	17	$130,494,900
Other investment advisers	1	$113,833,445
Corporations or other businesses	5	$185,994,183

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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