MERISTEM FAMILY WEALTH, LLC other names

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Adviser Profile

Registration status: Terminated

As of Date:

03/28/2022

Adviser Type:

- Large advisory firm


Number of Employees:

41 7.89%

of those in investment advisory functions:

20 17.65%

AUM:

5,424,524,345 26.26%

of that, discretionary:

3,190,628,752 127.46%

GAV:

0

Avg Account Size:

9,773,918 61.98%

% High Net Worth:

64.45% 31.11%


SMA’s:

YES

Private Funds:

0 14

Contact Info

952 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
3B 3B 2B 2B 1B 912M 456M
2015 2016 2017 2018 2019 2020 2021 2022

Recent News

Meristem Family Wealth, LLC Buys iShares Core S&P 500 ETF, Technology Select Sector SPDR ...
08/20/2021

Related Stocks: IVV, XLK, QQQ, XLC, MSFT, AMZN, DIA, IWL, IJH, AGG, NOBL, VT, SHV, SDY, GE, MGNI, XLRE, NTES,

gurufocus.com

Private Funds



Employees