Meritage Portfolio Management is an investment advisor in Overland Park with $2.27 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Eveans Bash Magrino & Klein Inc
SEC CIK
IRS number
481100663
SEC advisor number
801-39348
FINRA CRD number
107177
AUM ?
$2.27 bn
(as of 25 May 22)
Accounts
1,357
(as of 25 May 22)
Employees
15
(8 investment advisory or research)
Address
Meritage Portfolio Management
7500 COLLEGE BOULEVARD
SUITE 1212
OVERLAND PARK
KS 66210
7500 COLLEGE BOULEVARD
SUITE 1212
OVERLAND PARK
KS 66210
Phone
9133457057
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21
13F-HR
Quarterly holdings report by institutional manager
26 Jul 21
13F-HR
Quarterly holdings report by institutional manager
27 Apr 21
13F-HR
Quarterly holdings report by institutional manager
3 Feb 21
13F-HR
Quarterly holdings report by institutional manager
26 Oct 20
13F-HR
Quarterly holdings report by institutional manager
27 Jul 20