MERITAGE PORTFOLIO MANAGEMENT, INC.

Tel: 913-345-7000 7500 College Blvd Suite 1212 Overland Park, Kansas 66210

About MERITAGE PORTFOLIO MANAGEMENT, INC.

MERITAGE PORTFOLIO MANAGEMENT, INC. is a Overland Park, Kansas based financial advisory firm with nearly $2,369,159,436 in assets under management and provides investment advisory services for 1493 clients. There are currently 18 financial advisors at the firm.

General Information

Firm CRD#:

107177

Firm SEC#:

801-39348

Assets Under Management:

$2,369,159,436

No. of Clients:

1493

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services

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