MEIXLER INVESTMENT MANAGEMENT, LTD.
Firm details
- Headquarters
- SHOW LOW, Arizona
- CRD number
- 168223
- Registered since
- October 23, 2013
- Website
- www.showlowadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.24%
- HNWI39.14%
- Corporations / Businesses1.6%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meixler Investment Management, Ltd. is an independent, SEC‑registered registered investment adviser that began registration in 2013 and is owned by an individual. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory services are focused on financial planning and discretionary portfolio management for individuals and small businesses. Meixler is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, 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 Equities77%
- Public Funds/Mutual Funds15%
- US Government Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1MICHAEL MEIXLER
Founder, President & Chief Investment OfficerCRD 2315506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$11.4M in ETFs
100%
$11.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MERK GOLD ETF (OUNZ) | VanEck | Passive | Commodities Focused | $3.3M | 72,402 | 28.47% |
Location
SHOW LOW, AZ
NAVAJO
Location
SHOW LOW, AZ
Headquartered in SHOW LOW, AZ, in the West of the United States.
- Region
- West
- County
- NAVAJO
- Address
- 4451 S White Mountain Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
WLTH CAPITAL MANAGEMENT, LLC
RIACHANDLER, AZ
SL CAPITAL
RIAScottsdale, AZ
AMPLIFY FINANCIAL, LLC
RIAScottsdale, AZ
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
RIAScottsdale, AZ
SHARPEPOINT, LLC
RIAPHOENIX, AZ
INTRINSIC VALUE PARTNERS, LLC
RIAPHOENIX, AZ