Meeder Public Funds, Inc
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Overview
Meeder Public Funds, Inc operates as a financial advisory company based in Dublin, Ohio. The company controls $25.4 billion in assets under management throughout 516 customer accounts, making it one of the biggest firms in the country by assets under management (AUM). The company has an average-sized team, including 29 financial advisors. Meeder Public Funds, Inc does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, equities and bonds.
Meeder Public Funds, Inc manages most of its client assets in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without requiring client approval. Meeder Public Funds, Inc also administers 129 non-discretionary accounts totaling $8.1 billion in AUM. Meeder Public Funds, Inc supervises roughly $49.2 million for every customer account. An average financial advisor at Meeder Public Funds, Inc manages around 18 client accounts, placing it among the more individualized advisor firms in the country.
Meeder Public Funds, Inc's main office is located at 6125 Memorial Drive, Dublin, Ohio 43017. The company is allowed to provide services to investors across 26 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Meeder Public Funds, Inc by the Numbers
$25.4 billion
48
516
$49.2 million
Products and Services
Meeder Public Funds, Inc offers multiple financial services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and educational seminars. It does not sell products or offer services aside from investment advisory services to its investment advisory clients. The company is also affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually depend on the financial services offered. However, fees billed by the firm most likely are comprised of some blend of the following fee types: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with pooled investment vehicles and state or municipal government entities. Out of its 516 clients, Meeder Public Funds, Inc's biggest client group is state or municipal government entities. None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Meeder Public Funds, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Meeder Public Funds, Inc
Dublin, OH
Dublin, OH
Long Beach, CA
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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