MEIRA
LUBITZ LINDA S CFP PA Legal Name
Adviser information for MEIRA last updated from Form ADV on March 22nd, 2024. 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 | Florida, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 782 | $267.3M |
| Non-Discretionary | 0 | $0 |
| Total | 782 | $267.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 111 | $59.8M |
| HNW Individuals | 74 | $194.2M |
| 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 | 10 | $13.4M |
| Charitable organizations | 0 | $0 |
| 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 | 8 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-56677 |
|---|---|
| SEC ERA File Number | 801-56677 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108648 |
| Legal Entity Identifier | None |
Principal Office
121 ALHAMBRA PLAZASUITE 1000
CORAL CABLES
FL
United States
Monday - Friday, 8:30 A.M.-5:30 P.M.
Tel: 305-670-4440, Fax: 305-670-4448
Chief Compliance Officer
LINDA BOONE
PRESIDENT
121 ALHAMBRA PLAZA
SUITE 1000
CORAL CABLES
FL
United States
Tel:
305-670-4440
Fax:
305-670-4448
L****@**************M
(Full email address available in API data)
Regulatory Contact
JORGE PADILLA
PRINCIPAL
121 ALHAMBRA PLAZA
SUITE 1000
CORAL CABLES
FL
United States
Tel:
305-670-4440
Fax:
305-670-4448
J****@**************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 |
|---|---|---|---|---|---|
| BOONE, LINDA, LUBITZ | Individual | – | PRESIDENT/ CHIEF COMPLIANCE OFFICER | 01/1997 | > 75% |
| PADILLA, JORGE | Individual | – | PRINCIPAL | 01/2018 | 10-25% |