The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

49. Meritage Portfolio Management

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Meritage Portfolio Management was launched in 1991 when the company's four founding partners branched out on their own. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients including employee benefit plans, foundations, endowments, and public funds.

Total AUM: $1.53B+

Years in Business: 28

Accounts Under Management: 1,228

Principals:

  • Mark Eveans, President & Principal
  • James M. Klein, Principal & Senior Portfolio Manager

Contact:

meritageportfolio.com

7500 College Boulevard, Suite 1212, Overland Park, KS 66210

(913) 345-7000