MECHE AND ASSOCIATES LLC
Firm details
- Headquarters
- LAFAYETTE, Louisiana
- CRD number
- 323419
- Website
- mecheassociates.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Meche And Associates LLC is a small, individually owned registered investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and lists selection of other advisers as part of its advisory activities, indicating it can act as a capital allocator and outsource or recommend third‑party managers when appropriate. The firm does not identify itself as an active ESG investor, is not a multi‑state adviser, and is not newly formed.
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities30%
- Cash & Cash Equivalents10%
- Derivatives1%
Contacts
2 of 2AUSTIN SCHUTZ
Senior AdvisorCRD 2921701
DAVID MECHE
PresidentCRD 2810869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAFAYETTE, LA
LAFAYETTE
Location
LAFAYETTE, LA
Headquartered in LAFAYETTE, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- LAFAYETTE
- Address
- 345 Doucet Rd
- Time zone
- CT (UTC-6)
- Office locations
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