MEYER FINANCIAL SERVICES, INC.
Adviser information for MEYER FINANCIAL SERVICES, INC. last updated from Form ADV on March 23rd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 318 | $77.9M |
| Non-Discretionary | 89 | $40.7M |
| Total | 407 | $118.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 102 | $25.8M |
| HNW Individuals | 39 | $66.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $17.2M |
| Charitable organizations | <5 | $8.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
2020 CALAMOS COURTSUITE 200
NAPERVILLE
IL
United States
Monday - Friday, 8:00AM-4:00PM
Tel: 630-896-7770, Fax: 630-896-8119
Chief Compliance Officer
CRAIG ANDERSON
PRESIDENT
2020 CALAMOS COURT
SUITE 200
NAPERVILLE
IL
United States
Tel:
(630) 896-7770
Fax:
630-896-8119
C****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANDERSON, CRAIG, CHRISTOPHER | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 05/2013 | > 75% |