Meritage Portfolio Management, Inc.

Meritage Portfolio Management, Inc. (CRD# 107177) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,499,924,162 in 1,209 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,500
    MILLION
  • Total Number of Accounts
    1,209
    ACCOUNTS
  • Average Account Value
    $1,240,632
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
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.

AZ, CA, FL, IL, IN, KS, LA, MA, MN, MO, NE, NH, NV, OK, OR, RI, TX, VA

Financial Advisors at Meritage Portfolio Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Leonard C. Mitchell
CRD#: 2113744
7500 College Blvd., Suite 1212, Overland Park, KS 66210
96
Wealthminder
score

Leonard Mitchell (CRD# 2113744) is an Investment Advisor Representative working at Meritage Portfolio Management, Inc. in Overland Park, KS and has over 21 years of experience in the finance industry.

2
Sharon L. Divine
CRD#: 4540380
7500 College Blvd., Suite 1212, Overland Park, KS 66210
90
Wealthminder
score

Sharon Divine (CRD# 4540380) is an Investment Advisor Representative working at Meritage Portfolio Management, Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

3
Mark E. Eveans
CRD#: 4332728
7500 College Blvd., Suite 1212, Overland Park, KS 66210
90
Wealthminder
score

Mark Eveans (CRD# 4332728) is an Investment Advisor Representative working at Meritage Portfolio Management, Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

4
James M. Klein
CRD#: 4332747
7500 College Blvd., Suite 1212, Overland Park, KS 66210
90
Wealthminder
score

James Klein (CRD# 4332747) is an Investment Advisor Representative working at Meritage Portfolio Management, Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

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