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 registered investment adviser organized as a corporation and SEC-registered since 2013. The firm is owned by an individual and charges clients a percentage of assets under management. Its client mix includes individual and family households as well as institutional relationships. Core advisory services are financial planning and portfolio management for individuals and small businesses. Meixler does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
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 1
Michael 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
$12.2M in ETFs
100%
$12.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X MLP ETF (MLPA) | GlobalX | Passive | Energy Limited Partnership | $3.4M | 63,228 | 27.56% |
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
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