Meraki Global Advisors LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Park City, Utah
CRD number
297930
Registered since
March 28, 2019

Firm profile

FINTRX

Overview

Meraki Global Advisors LLC is registered with the SEC and organized as a limited liability company; FINTRX records its registration year as 2019. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in FINTRX as “unclassified.” Publicly available profile fields for business activities, advisory services, fee structure and client segments are not supplied in the FINTRX entry. The firm is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX also indicates Meraki Global Advisors does not operate as a capital allocator and is not flagged as an active ESG investor. There are minimal disclosures about personnel, client base, or strategy in the source data, and no reported client counts or AUM are provided to FINTRX.

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

Owners & executives

1 of 1
  • Scott Kurtis

    Scott Kurtis

    Chief Operating OfficerCRD 4437685

Contacts

3 of 8
  • Teo Lacroze

    Teo Lacroze

    AssistantCRD 7619664

  • Edward Stockley

    Edward Stockley

    PartnerCRD 5505333

  • Benjamin Arnold

    Benjamin Arnold

    Founder & Managing PartnerCRD 4997870

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Park City, UT

Summit

Location

Park City, UT

Headquartered in Park City, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Summit
Address
1389 Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth