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Meritage Portfolio Management

Boutique asset management firm

About Meritage Portfolio Management

Boutique investment management firm with $17 billion in assets, offering personalized, hands-on approach for families, foundations, and corporations seeking tailored financial solutions

Key facts

Industry
Investment Management
Company size
11–50 employees
Headquarters
Overland Park, Kansas, United States
Founded
1991
Revenue
$3.6M – $41.9MTamtam estimate
Website
meritageportfolio.com
LinkedIn
linkedin.com/company/meritage-portfolio-management

Meritage Portfolio Management at a glance

Meritage Portfolio Management is a B2B/B2C company in the Investment Management industry, headquartered in Overland Park, Kansas, United States.

Meritage Portfolio Management was founded in 1991.

Meritage Portfolio Management has 11–50 employees.

Meritage Portfolio Management's revenue is $3.6M – $41.9M (Tamtam estimate).

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