Meeder Asset Management, Inc is a large advisory firm based in Dublin. It manages $2.76 billion of regulatory assets for 796 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 13 other states.
Meeder Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Meeder Asset Management, Inc is $2.76 billion. The firm's AUM has grown by 168% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Meeder Asset Management, Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Robert Sherman (Sr) Meeder is investment companies with 1 clients and $2.31 billion of assets under management. Among the 11 most similar advisory firms, Meeder Asset Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $2.76 billion for 795 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Meeder Asset Management doesn't advise any private funds.
The company employs 89 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 19 employees are registered as investment adviser representatives with the state securities authorities.
There are 18 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Robert Sherman (Sr) Meeder has been acting as President since 1 Feb 1974. Robert Wagner has served as the Chief Investment Officer since 1 Jan 2005. Adam Scott Ness joined the executive team most recently as the Chief Operating Officer.
The principal office where Meeder Asset Management, Inc performs its advisory services is located at 6125 Memorial Drive, Dublin, OH 43017 The mailing address of the firm is P. O. Box 7177, Dublin, OH 43017. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-325-3539 or by fax 614-766-6669. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at meederinvestment.com.