Meeder Public Funds, Inc. is a large advisory firm based in Dublin. It manages $13.15 billion of regulatory assets for 305 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Michigan, and Ohio.
Meeder Public Funds provides 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 Public Funds, Inc. is $13.15 billion. The firm's AUM has grown by 392% 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 Public Funds, 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 pooled investment vehicles and state or municipal government entities. The largest group of clients of John Jason Click is state or municipal government entities with 273 clients and $13 billion of assets under management. Among the 5 most similar advisory firms, Meeder Public Funds has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $13.15 billion for 274 clients. None of the firm’s clients are foreign persons or businesses.
Meeder Public Funds doesn't advise any private funds.
The company employs 24 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Jason Click has been acting as President since 1 Jan 2015. Dale William Smith has served as the Chief Investment Officer since 1 Nov 2013 and Robert Sherman Meeder is the Chief Executive Officer of Meeder Public Funds, Inc. family office. Dennis Vincent Yacobozzi joined the executive team most recently as the President.
The principal office where Meeder Public Funds, Inc. performs its advisory services is located at 6125 Memorial Drive, Dublin, OH 43017, which is also the mailing address of the firm. An additional office of the firm is in Lansing, MI. 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 614-923-1145. The normal business hours are 8 a.m - 5 p.m. on Monday - Friday. You can find more information about the New York firm at meederinvestment.com.