Meritage Capital
Meritage Capital (CRD# 129257) is a financial advisory firm headquartered in Austin, TX. They manage $1,136,906,380 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,137MILLION
-
Total Number of Accounts12ACCOUNTS
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Average Account Value$94,742,198
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Meritage Capital
No Advisor Found.
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