Meritage Financial Group

Meritage Financial Group (CRD# 147070) is a financial advisory firm headquartered in Henderson, NV. They manage $8,694,077 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2904 W Horizon Ridge Parkway, Suite 120, Henderson, NV 89052
http://www.meritagefinancialgroup.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $104,748
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
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 Susoeff, financial advisor Henderson NV
Steven J. Susoeff
CRD#: 2885186
2904 W Horizon Ridge Parkway, Suite 120, Henderson, NV 89052

Steven Susoeff (CRD# 2885186) is an Investment Advisor Representative working at Meritage Financial Group in Henderson, NV and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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