Meeder Public Funds, Inc.

RIASEC RegisteredEst. 1990

Total AUM

$70.2B

Discretionary

$54.3B

77% of AUM

Avg account

$73.5M

Accounts

954

Employees

Advisory reps

Firm details

Headquarters: Dublin, Ohio
CRD number: 106816
Registered since: August 6, 1990
Website: www.meederinvestment.com
Custodians: U.S. BANK, N.A., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government92.44%
Pooled Investment Vehicles5.41%
Charitable Organizations0.85%
Corporations / Businesses0.82%
Banking / Thrift Institutions0.46%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Meeder Public Funds, Inc. is an institutional registered investment adviser that has been SEC-registered since 1990. The firm serves primarily institutional clients and provides portfolio management across a range of account types, including individuals/small businesses, pooled investment vehicles, and institutional or business accounts. Its service mix also includes educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm’s regulatory filing indicates it is not classified as a multi-state adviser and that it does not act as a capital allocator, is not an active ESG investor, and does not serve as a pension consultant. Industry affiliations noted on its filings include relationships with broker-dealers, other investment advisers, commodity pool operator/commodity trading advisor (CPO/CTA) structures, and trust companies.