Meeder Public Funds, Inc.

RIASEC Registered

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 a corporate, SEC-registered institutional RIA (registered since 1990) that primarily serves institutional clients. The firm provides portfolio management across pooled investment vehicles and for businesses, and it also offers portfolio management services for individuals and small businesses and runs educational seminars and workshops. Meeder operates under a mix of fee arrangements—percentage of AUM, hourly charges, and fixed fees. The firm maintains a set of industry affiliations that includes broker-dealer relationships, other investment adviser roles, commodity pool operator/commodity trading advisor activity, and trust company functions. Meeder is not designated as a capital allocator and does not identify as an active ESG investor.