James Milgram Klein
Director, Principal & Senior Portfolio ManagerMeritage Portfolio Management, Inc.CRD 4332747
About James Milgram Klein
James Milgram Klein is listed as Director, Principal & Senior Portfolio Manager at Meritage Portfolio Management, Inc. in Overland Park, KS. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Meritage Portfolio Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Milgram Klein work?
James Milgram Klein is listed as Director, Principal & Senior Portfolio Manager at Meritage Portfolio Management, Inc. on SEC Form ADV.
How much of Meritage Portfolio Management, Inc. does James Milgram Klein own?
Form ADV reports a beneficial ownership band of 25-50%.
Meritage Portfolio Management, Inc.
| Title | Director, Principal & Senior Portfolio Manager |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1991 |