Investment adviser · CRD 158032
MERITAGE FINANCIAL SOLUTIONS
Investment adviser filing (IA)
MERITAGE FINANCIAL SOLUTIONS, LLC
· Form ADV filed Mar 7, 2019
- Regulatory AUM
- $4.3M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $4,300,000 | 100.0% |
Filing source
Form ADV 1287459 · Mar 7, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 7, 2019. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 158032
Filing source
Form ADV 1287459 · Mar 7, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.