MEIXLER INVESTMENT MANAGEMENT, LTD.
Adviser information for MEIXLER INVESTMENT MANAGEMENT, LTD. last updated from Form ADV on March 27th, 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 | Arizona, United States |
Employees
Total Number of Employees | 1 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 850 | $169.5M |
Non-Discretionary | 0 | $0 |
Total | 850 | $169.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 463 | $89.5M |
HNW Individuals | 73 | $80.0M |
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 | 0 | $0 |
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 | 0 |
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 AUM |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 169.7M |
Portfolio Manager | 169.7M |
Both for Same | 169.7M |
Portfolio Manager to Program | Sponsor |
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MEIXLER INVESTMENT MANAGEMENT, LTD - WRAP FEE PROGRAM | MEIXLER INVESTMENT MANAGEMENT, LTD. |
Principal Office
4451 S. WHITE MOUNTAIN ROADSUITE A
SHOW LOW
AZ
United States
Monday - Friday, 7:30AM - 4:30PM
Tel: 928-537-8700, Fax: 928-537-9200
Websites
Chief Compliance Officer
MICHAEL MEIXLER
PRESIDENT
4451 S. WHITE MOUNTAIN ROAD
SUITE A
SHOW LOW
AZ
United States
Tel:
928-537-8700
Fax:
928-537-9200
M***@*************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 |
---|---|---|---|---|---|
MEIXLER, MICHAEL, CHARLES | Individual | – | CHIEF COMPLIANCE OFFICER/PRINCIPAL | 10/2013 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AGNICO EAGLE MINES LTD | COM | 380K | 6K | – |
AGNICO EAGLE MINES LTD | COM | 69K | 7K | – |
ALEXANDER & BALDWIN INC NEW | COM | 350K | 21K | – |
ALGOMA STL GROUP INC | COM | 88K | 13K | – |
ALLIENT INC | COM | 256K | 10K | – |
ALPHA METALLURGICAL RESOUR I | COM | 2M | 6K | – |
ALPHABET INC | CAP STK CL A | 721K | 4K | – |
ALPHABET INC | CAP STK CL C | 315K | 2K | – |
AMERICAN INTL GROUP INC | COM NEW | 602K | 8K | – |
AMERICAN INTL GROUP INC | COM NEW | 2K | 200 | – |
APPLE INC | COM | 371K | 2K | – |
ARCHER DANIELS MIDLAND CO | COM | 1M | 21K | – |
ARCHER DANIELS MIDLAND CO | COM | 6K | 500 | – |
ARROW ELECTRS INC | COM | 207K | 2K | – |
ATKORE INC | COM | 263K | 2K | – |
AUTONATION INC | COM | 660K | 4K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 12M | 29K | – |
BEYOND INC | COM | 430K | 33K | – |
BEYOND INC | COM | 9K | 4K | – |
BROOKFIELD CORP | CL A LTD VT SH | 519K | 12K | – |
CACI INTL INC | CL A | 355K | 825 | – |
CANADIAN NAT RES LTD | COM | 5M | 136K | – |
CENOVUS ENERGY INC | COM | 2M | 112K | – |
CENOVUS ENERGY INC | COM | 40K | 14K | – |
CHENIERE ENERGY INC | COM NEW | 367K | 2K | – |
CHEVRON CORP NEW | COM | 354K | 2K | – |
CLEVELAND-CLIFFS INC NEW | COM | 240K | 16K | – |
CLEVELAND-CLIFFS INC NEW | COM | 11K | 4K | – |
CORPORACION AMER ARPTS S A | COM | 418K | 25K | – |
COSTCO WHSL CORP NEW | COM | 374K | 440 | – |
CRESUD S A C I F Y A | SPONSORED ADR | 360K | 44K | – |
DIAGEO PLC | SPON ADR NEW | 1M | 9K | – |
DORCHESTER MINERALS LP | COM UNIT | 13M | 425K | – |
EAGLE MATLS INC | COM | 436K | 2K | – |
ENOVIX CORPORATION | COM | 1M | 70K | – |
ENOVIX CORPORATION | COM | 110K | 19K | – |
ENTERPRISE PRODS PARTNERS L | COM | 2M | 72K | – |
EPSILON ENERGY LTD | COM | 178K | 33K | – |
ETF SER SOLUTIONS | ACQUIRERS FD | 377K | 10K | – |
EXPEDIA GROUP INC | COM NEW | 400K | 3K | – |
EXXON MOBIL CORP | COM | 400K | 3K | – |
FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 377K | 3K | – |
FRANCO NEV CORP | COM | 3M | 21K | – |
GE AEROSPACE | COM NEW | 335K | 2K | – |
GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 372K | 7K | – |
GRUPO AEROPORTUARIO DEL CENT | SPON ADR | 490K | 7K | – |
HAGERTY INC | CL A COM | 260K | 25K | – |
HOME DEPOT INC | COM | 1M | 3K | – |
HOWARD HUGHES HOLDINGS INC | COM | 446K | 7K | – |
IMPERIAL OIL LTD | COM NEW | 1M | 17K | – |
INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 88K | 24K | – |
INTEL CORP | COM | 361K | 12K | – |
INTEL CORP | COM | 2K | 400 | – |
ISHARES TR | US AER DEF ETF | 395K | 3K | – |
LABCORP HOLDINGS INC | COM SHS | 200K | 983 | – |
LAMAR ADVERTISING CO NEW | CL A | 1M | 9K | – |
LEGACY HOUSING CORP | COM | 3M | 116K | – |
LKQ CORP | COM | 324K | 8K | – |
LOCKHEED MARTIN CORP | COM | 3M | 7K | – |
LOUISIANA PAC CORP | COM | 256K | 3K | – |
LOWES COS INC | COM | 2M | 10K | – |
LSB INDS INC | COM | 250K | 31K | – |
MEXCO ENERGY CORP | COM | 258K | 23K | – |
MOSAIC CO NEW | COM | 741K | 26K | – |
MOSAIC CO NEW | COM | 681 | 300 | – |
NATHANS FAMOUS INC NEW | COM | 317K | 5K | – |
NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 3M | 33K | – |
NEWMONT CORP | COM | 71K | 2K | – |
NEWMONT CORP | COM | 15K | 11K | – |
NOBLE CORP PLC | ORD SHS A | 1M | 31K | – |
NUTRIEN LTD | COM | 350K | 7K | – |
NUVEEN ARIZONA QLTY MUN INC | COM | 541K | 48K | – |
NUVEEN QUALITY MUNCP INCOME | COM | 228K | 19K | – |
ONEOK INC NEW | COM | 811K | 10K | – |
OSISKO GOLD ROYALTIES LTD | COM | 1M | 87K | – |
PEABODY ENERGY CORP | COM | 2M | 74K | – |
PEABODY ENERGY CORP | COM | 124K | 43K | – |
PEPSICO INC | COM | 228K | 1K | – |
PHILIP MORRIS INTL INC | COM | 2M | 22K | – |
PHX MINERALS INC | CL A | 57K | 18K | – |
PLANET LABS PBC | COM CL A | 143K | 77K | – |
PPG INDS INC | COM | 2M | 13K | – |
QUALCOMM INC | COM | 810K | 4K | – |
RAMACO RES INC | COM CL B | 248K | 23K | – |
REGENERON PHARMACEUTICALS | COM | 441K | 420 | – |
RENN FD INC | COM | 42K | 25K | – |
SAN JUAN BASIN RTY TR | UNIT BEN INT | 132K | 33K | – |
SHERWIN WILLIAMS CO | COM | 207K | 695 | – |
SKY HARBOUR GROUP CORPORATIO | COM CL A | 500K | 54K | – |
SPDR SER TR | AEROSPACE DEF | 962K | 7K | – |
SPROTT PHYSICAL GOLD TR | UNIT | 15M | 835K | – |
SPROTT PHYSICAL SILVER TR | TR UNIT | 177K | 18K | – |
SS&C TECHNOLOGIES HLDGS INC | COM | 216K | 3K | – |
ST JOE CO | COM | 1M | 24K | – |
SUNCOR ENERGY INC NEW | COM | 11M | 294K | – |
SUNCOR ENERGY INC NEW | COM | 255K | 19K | – |
TC ENERGY CORP | COM | 342K | 9K | – |
TD SYNNEX CORPORATION | COM | 657K | 6K | – |
TECK RESOURCES LTD | CL B | 452K | 9K | – |
TEXAS PACIFIC LAND CORPORATI | COM | 1M | 2K | – |
TIDEWATER INC NEW | COM | 849K | 9K | – |
TORTOISE MIDSTRM ENERGY FD I | COM | 5M | 106K | – |
TRIMBLE INC | COM | 968K | 17K | – |
TRIPLE FLAG PRECIOUS METAL | COM | 257K | 17K | – |
UMH PPTYS INC | COM | 466K | 29K | – |
VALARIS LTD | CL A | 3M | 34K | – |
VOX ROYALTY CORP | COM | 510K | 184K | – |
WALMART INC | COM | 244K | 4K | – |
WARRIOR MET COAL INC | COM | 3M | 49K | – |
WESCO INTL INC | COM | 361K | 2K | – |
WHEATON PRECIOUS METALS CORP | COM | 570K | 11K | – |