Melissa
Trujillo
Meritage Portfolio Management, Inc
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About this Advisor
Melissa Trujillo is a financial advisor based in Overland Park, Kansas, working with Meritage Portfolio Management, Inc. Melissa has previously held a position at Merrill Lynch, Pierce, Fenner & Smith Inc. Melissa has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Melissa is part of Meritage Portfolio Management, Inc, which operates out of Overland Park, Kansas. The firm has 18 employees and manages assets totaling $2.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Meritage Portfolio Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Meritage Portfolio Management, Inc Brokerage Details
$2,369,159,436
18
1,493
$1,586,845
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
Melissa Trujillo Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Melissa Trujillo 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
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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