Myers Asset Management LLC
RIAState Registered
Total AUM
$18.9M
Discretionary
$18.9M
100% of AUM
Avg account
$332K
Accounts
57
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327654
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.76%
- HNWI42.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Myers Asset Management LLC is an independent, Indiana-registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving a client base described as individuals and families. Its advisory fees are charged as a percentage of assets under management. The adviser does not identify as an active ESG investor and is not set up as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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