Meeder Asset Management, Inc.

RIASEC Registered
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$11.9M
Accounts
279
Employees
52
Advisory reps
6

Firm details

Headquarters
Dublin, Ohio
CRD number
105794
Registered since
March 16, 1974
Custodians
THE HUNTINGTON INVESTMENT COMPANY
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies99.2%
  • Individuals0.53%
  • Pension & Profit Sharing Plans0.27%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Meeder Asset Management, Inc. is an institutional registered investment adviser that has been SEC-registered since 1974. The firm serves both individual and family clients as well as institutional investors, offering portfolio management for individuals/small businesses and for investment companies. Its fee arrangements include percentage-of-assets and fixed-fee structures. The firm is engaged in commodity pool or trading adviser activities (CPO/CTA) and has industry affiliations that include acting as a broker-dealer, other investment adviser, trust company, and sponsor/GP/managing member of pooled investment vehicles. Meeder is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$81M in ETFs

Passive

100%

$81M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 7-10 YEAR TREASURY BOND ETF (IEF)BlackRockPassiveLong Government$53.4M597,95765.93%

Location

Primary office

Dublin, OH

Franklin

Location

Dublin, OH

Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
6125 Memorial Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth