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MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC
CRD 106814 · SEC 801-40023
6125 MEMORIAL DR, DUBLIN, OH, 43017, United States
Phone
866-633-3371
Fax
614-923-1145
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.86B
Discretionary AUM
$2.86B
Team
73 total employees; 54 advisory reps; 42 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2877 | $945.3M |
| High net worth individuals | 717 | $1.78B |
| Charitable organizations | 9 | $26.5M |
| Corporations/business entities | 33 | $84.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- Http://meederinvestment.com
- Http://linkedin.com/company/meeder-investment-management
- https://x.com/MeederIM
- Http://instagram.com/meederinvestment
- Http://facebook.com/meederinvestment/
- https://www.linkedin.com/showcase/advisor-consulting-investment-management-solutions-for-financial-advisors
- https://www.youtube.com/@meederinvestmentmanagement
- https://www.linkedin.com/showcase/meeder-primerica/
Official SEC filing: View on IAPD