Meeder Public Funds, Inc.

RIASEC RegisteredEst. 1990
Total AUM
$70.2B
Discretionary
$54.3B
77% of AUM
Avg account
$73.5M
Accounts
954
Employees
77
Advisory reps
25

Firm details

Headquarters
Dublin, Ohio
CRD number
106816
Registered since
August 6, 1990
Custodians
U.S. BANK, N.A., PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • State / Municipal Government92.44%
  • Pooled Investment Vehicles5.41%
  • Charitable Organizations0.85%
  • Corporations / Businesses0.82%
  • Banking / Thrift Institutions0.46%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Meeder Public Funds, Inc. is a corporate SEC-registered advisory firm (since 1990) that primarily serves institutional clients. The firm provides portfolio management across several client types — individuals and small businesses, pooled investment vehicles, and businesses or institutions — and also offers educational seminars and workshops. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. Meeder does not identify as an active ESG investor. The firm reports affiliations across the financial services ecosystem, including broker-dealer activity, other investment adviser relationships, CPO/CTA functions, and trust company services. Governance/ownership is listed as a mix of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: US Government Bonds 68%, Investment Grade Corp Bonds 25%, Public Funds/Mutual Funds 5%, State & Local Bonds 1%, Other 1%68%
  • US Government Bonds68%
  • Investment Grade Corp Bonds25%
  • Public Funds/Mutual Funds5%
  • State & Local Bonds1%
  • Other1%

Owners & executives

3 of 5
  • Gregory Balls

    Gregory Balls

    Assistant Chief Investment OfficerCRD 5553911

  • Adam Ness

    Adam Ness

    Chief Operating OfficerCRD 3083419

  • Brandon Kipp

    Chief Compliance OfficerCRD 6319686

Unlock 2 more executives

Contacts

3 of 20
  • James Mccourt

    James Mccourt

    Director – Advisory ServicesCRD 7353065

  • Benjamin Sehy

    Benjamin Sehy

    Director – Advisory ServicesCRD 5487918

  • Jason Williams

    Jason Williams

    Managing DirectorCRD 4046477

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth