MEEDER ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- DUBLIN, Ohio
- CRD number
- 105794
- Registered since
- March 16, 1974
- Website
- www.meederinvestment.com
- Custodians
- THE HUNTINGTON INVESTMENT COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies99.2%
- Individuals0.53%
- Pension & Profit Sharing Plans0.27%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Meeder Asset Management, Inc. is a corporate investment adviser that has been registered with the SEC since 1974. The firm serves both individual/family and institutional clients and provides portfolio management for individuals, small businesses and investment companies. Its fee arrangements include percentage-of-AUM fees and fixed fees. Meeder is identified as a CPO/CTA and is also listed as a sponsor, general partner or managing member of pooled investment vehicles; it holds affiliations that include broker-dealer, other investment adviser and trust company relationships. The firm does not characterize itself as an active ESG investor.
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 Funds100%
Owners & executives
3 of 4BRANDON KIPP
Chief Compliance OfficerCRD 6319686
MATTHEW BOWERSOX
Chief Financial OfficerCRD 8021107
ADAM NESS
Chief Operating OfficerCRD 3083419
Contacts
2 of 2ROBERT MEEDER
PresidentCRD 2867295
John Click
PresidentCRD 3060649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$175M in ETFs
100%
$175M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK) | State Street | Passive | High Yield Bond | $49.5M | 516,867 | 28.26% |
Location
DUBLIN, OH
FRANKLIN
Location
DUBLIN, OH
Headquartered in DUBLIN, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 6125 Memorial Dr
- Time zone
- ET (UTC-5)
- Office locations
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