Meeder Advisory Services, Inc is a large advisory firm based in Dublin. It manages $333.27 million of regulatory assets for 4,712 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 41 other states.
Meeder Advisory Services provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Meeder Advisory Services, Inc is $333.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 593% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Meeder Advisory Services, Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Robert Sherman Meeder is individuals with 4,662 clients and $218.01 million of assets under management. Among the 12 most similar advisory firms, Meeder Advisory Services has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $333.27 million for 4,712 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Meeder Advisory Services doesn't advise any private funds.
The company employs 89 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. 19 employees are registered as investment adviser representatives with the state securities authorities.
There are 41 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Robert Sherman Meeder has been acting as President since 1 Oct 1991. Robert Wagner has served as the Chief Investment Officer since 1 Jan 2005. Robert Sherman (Sr) Meeder joined the executive team most recently as the Shareholder.
The principal office where Meeder Advisory Services, Inc performs its advisory services is located at 6125 Memorial Dr, Dublin, OH 43017 The mailing address of the firm is P. O. Box 7177, Dublin, OH 43017. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-325-3539 or by fax 614-766-6669. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at meederinvestment.com.