MECHE AND ASSOCIATES LLC

RIASEC Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$88.5K
Accounts
192
Employees
3
Advisory reps
2

Firm details

Headquarters
LAFAYETTE, Louisiana
CRD number
323419
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 30%, Cash & Cash Equivalents 10%, Derivatives 1%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents10%
  • Derivatives1%

Contacts

2 of 2
  • AUSTIN SCHUTZ

    Senior AdvisorCRD 2921701

  • DAVID MECHE

    PresidentCRD 2810869

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth