KG Meyer, Pc
RIASEC Registered
Total AUM
$850K
Discretionary
$850K
100% of AUM
Avg account
$70.9K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297872
- Website
- kgmeyerpc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
KG Meyer, Pc is an independent registered investment adviser that serves individual and family clients. The firm combines portfolio management and financial planning with insurance brokerage services and maintains a practice that includes publishing periodicals or newsletters. Its revenue model includes a mix of percentage-of-AUM fees as well as hourly and fixed-fee engagements. KG Meyer, Pc is not set up as a capital allocator and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Kirk Meyer
CEOCRD 6983077
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations