Meritage Portfolio Management, Inc.
CRD 107177SEC# 801-39348Overland Park, KS
No longer SEC-registered. Meritage Portfolio Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.42B
Employees
18
Accounts
1,480
Location
Overland Park, KS
Meritage Portfolio Management, Inc. assets under management
Meritage Portfolio Management, Inc. is an investment advisory firm registered with the SEC based in Overland Park, KS. It reports $2.4 billion in regulatory assets under management and employs 18 people.
Meritage Portfolio Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Anthony Bergman | Owner | 5-10% | 2003 |
| Deborah Kay Eveans Control | Vp Of Finance & Chief Compliance Officer | 50-75% | 2004 |
| James Milgram Klein Control | Director, Principal & Senior Portfolio Manager | 25-50% | 1991 |
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Join to unlock · $37/moFrequently asked questions
How much does Meritage Portfolio Management, Inc. manage?
Meritage Portfolio Management, Inc. reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Meritage Portfolio Management, Inc. have?
Meritage Portfolio Management, Inc. reports 18 employees.
Where is Meritage Portfolio Management, Inc. located?
Meritage Portfolio Management, Inc. is based in Overland Park, KS.
Does Meritage Portfolio Management, Inc. disclose fund performance?
Meritage Portfolio Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7500 College Blvd, Suite 1212, Overland Park, KS 66210 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.42BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$2.42Bregulatory AUM
Discretionary $2.27BNon-discretionary $142.7M