Meeder Advisory Services, Inc.
Overview
Meeder Advisory Services, Inc. is a financial advisory firm based in Dublin, Ohio, offering investment management and financial planning services to individuals and institutions. The firm manages approximately $1.4 billion in assets across 3,713 accounts, providing portfolio management for individuals, small businesses, and institutional clients. Their clientele includes retail investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The firm's fee structure includes asset-based and fixed fees. Meeder Advisory Services, Inc. is registered in multiple states. Meeder Advisory Services, Inc. is affiliated with a broker-dealer or securities dealer, an insurance company or agency, and a commodity pool advisor.
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Frequently asked questions about Meeder Advisory Services, Inc.
What sectors does Meeder Advisory Services, Inc. invest in?
Meeder Advisory Services, Inc. invests in Financial Services, Public Sector, Non-profit Organizations and Corporate Sector, and is based in Ohio, United States. Meeder Advisory Services, Inc. is listed as a institutional investor in the ConnectSafely investor database.
What stage does Meeder Advisory Services, Inc. invest at?
Meeder Advisory Services, Inc. backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Meeder Advisory Services, Inc. invest in?
Meeder Advisory Services, Inc. invests across United States.
Last updated · Source: ConnectSafely investor database
