Leonard
Mitchell

Meritage Portfolio Management, Inc

CRD#2113744
Investment Advisor
in Overland Park, KS

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About this Advisor

Leonard Mitchell is a chartered financial analyst working out of Overland Park, Kansas who has 24 years of industry experience. Mitchell is an employee of Meritage Portfolio Management, Inc. They have spent the entirety of their time as a financial advisor at Meritage Portfolio Management, Inc. Mitchell holds a Series 63 license, designating them as a securities representative, and is able to operate in Kansas and Texas. Meritage Portfolio Management, Inc is a company that has its headquarters in Overland Park, KS. It manages $2 billion in assets across its 1,415 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 1,415 customer accounts, 70% are held by high-net-worth investors who have more than $1 million in investable assets. Meritage Portfolio Management, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Meritage Portfolio Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

7500 College Blvd., Suite 1212
Overland Park, KS 66210

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Meritage Portfolio Management, Inc Brokerage Details

Total Assets Under Management

$1,910,042,932

KS Average: $2,243,162,756
Total Number of Employees

17

KS Average: 44
Total Number of Accounts

1,415

KS Average: 4,091
Average Account Size

$1,349,854

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Leonard Mitchell Work History

Leonard has been registered as a financial advisor for 24 years.*

1998 - Present (26 years)

Eveans Bash Klein, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Leonard Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Meritage Portfolio Management, Inc

Ryan Chiaverini
Overland Park, KS
Philip Cole
Overland Park, KS
Melissa Trujillo
Overland Park, KS
Leonard Mitchell
Overland Park, KS
Sharon Divine
Overland Park, KS
Mark Eveans
Overland Park, KS
James Klein
Overland Park, KS

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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