Meritage Financial Group

Meritage Financial Group (CRD# 147070) is a financial advisory firm headquartered in Henderson, NV. They manage $16,327,654 in 229 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $71,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Meritage Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Steven J. Susoeff
CRD#: 2885186
2904 W Horizon Ridge Parkway, Suite 120, Henderson, NV 89052
83
Wealthminder
score

Steven Susoeff (CRD# 2885186) is an Investment Advisor Representative working at Meritage Financial Group in Henderson, NV and has over 19 years of experience in the finance industry.

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