Meritage Portfolio Management, based in Overland Park, Kansas, is ranked No. 59 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 49 on last year's CNBC FA 100 list.
Total AUM: $1.8B
Years in Business:Â 29
Accounts Under Management:Â 2,075
Previous appearances on FA 100 List:Â 1 (No. 49Â in 2019)
Principals:
Mark Eveans, Chief Investment Officer
James Klein, Senior Portfolio Manager
Contact:
7500 College Boulevard, Suite 1212, Overland Park, KS 66210
(913) 345-7000