Meritage Portfolio Management, Inc., KS — Investment Adviser | BuildTrust

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MERITAGE PORTFOLIO MANAGEMENT, INC.

Investment AdviceOVERLAND PARK, KS

Assets Under Management

$2.4B

Total AUM

Donut chart: Discretionary 2.3B, Non-Discretionary 142.7M
Category	Value
Discretionary	2.3B
Non-Discretionary	142.7M

Adviser Information

Field	Value
CRD Number	107177
SEC Number	801-39348
Street Address	7500 COLLEGE BLVD
Street Address 2	SUITE 1212
Location	OVERLAND PARK, KS 66210
Country	United States
Phone	913-345-7000
Fax	913-345-2213
Total Employees	18

Client Count by Type (544 Total)

Horizontal bar chart: High Net Worth Individual… 383, Individuals (other than H… 133, Charitable Organizations 12, Pension/Profit Sharing Pl… 7, State/Municipal Govt Enti… 3, Corporations/Businesses 3, Pooled Investment Vehicle… 2, Other Investment Advisers 1
Category	Value
High Net Worth Individual…	383
Individuals (other than H…	133
Charitable Organizations	12
Pension/Profit Sharing Pl…	7
State/Municipal Govt Enti…	3
Corporations/Businesses	3
Pooled Investment Vehicle…	2
Other Investment Advisers	1