Meritage Portfolio Management, Inc.

Meritage Portfolio Management, Inc. (CRD# 107177) is a financial advisory firm headquartered in Overland Park, KS. They manage $2,369,159,436 in 1,493 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
7500 College Blvd, Suite 1212, Overland Park, KS 66210
https://www.meritageportfolio.com/
By the Numbers
  • Total Assets Under Management
    2,369
    MILLION
  • Total Number of Accounts
    1,493
    ACCOUNTS
  • Average Account Value
    $1,586,845
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, KS, LA, MA, MD, ME, MO, NC, NY, OH, OR, RI, TX

Financial Advisors at Meritage Portfolio Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Ryan Chiaverini, financial advisor Overland Park KS
Ryan A. Chiaverini
CRD#: 5792569
7500 College Blvd, Suite 1212, Overland Park, KS 66210

Ryan Chiaverini (CRD# 5792569) is an Investment Advisor Representative working at Meritage Portfolio Management, Inc. in Overland Park, KS and has over 13 years of experience in the finance industry.

2
Sharon Divine, financial advisor Overland Park KS
Sharon L. Divine
CRD#: 4540380
7500 College Blvd., Suite 1212, Overland Park, KS 66210

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 Eveans, financial advisor Overland Park KS
Mark E. Eveans
CRD#: 4332728
7500 College Blvd., Suite 1212, Overland Park, KS 66210

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 Klein, financial advisor Overland Park KS
James M. Klein
CRD#: 4332747
7500 College Blvd., Suite 1212, Overland Park, KS 66210

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.

5
Leonard Mitchell, financial advisor Overland Park KS
Leonard C. Mitchell
CRD#: 2113744
7500 College Blvd., Suite 1212, Overland Park, KS 66210

Leonard Mitchell (CRD# 2113744) is an Investment Advisor Representative working at Meritage Portfolio Management, Inc. in Overland Park, KS and has over 27 years of experience in the finance industry.

6
Melissa Trujillo, financial advisor Overland Park KS
Melissa Trujillo
CRD#: 4774647
7500 College Blvd, Suite 1212, Overland Park, KS 66210

Melissa Trujillo (CRD# 4774647) is an Investment Advisor Representative working at Meritage Portfolio Management, Inc. in Overland Park, KS and has over 9 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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