Meeder Financial

EST. AUM
$2,862,783,759

CONTACTS
34

CLIENT ACCOUNTS
3,640

Firm Details

Metro area Columbus
CRD Number 106814
Website meederinvestment.com
Client types

Overview

Meeder Financial is an asset manager as well as a wealth advisory practice in Columbus, Ohio. They have their own suite of funds which are more quant and value equity oriented. They do use outside managers in other asset classes. Their wealth advisory platform is approximately $1.5B and the two contacts that pick managers are Angelo Manzo and Steve Mowry. It is important to note that they do utilize five Envestnet models but they are in the process of creating their own models of both mutual funds and ETFs. A large portion of their allocation is to mutual funds and across all asset classes like traditional equity, fixed income, as well as liquid alternatives for their clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Meeder Financial

Platform Details

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