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MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD 168223 · SEC 801-78675
4451 S. WHITE MOUNTAIN ROAD, SUITE A, SHOW LOW, AZ, 85901, United States
Phone
928-537-8700
Fax
928-537-9200
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.4M
Discretionary AUM
$228.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 520 | $135.3M |
| High net worth individuals | 41 | $89.4M |
| Charitable organizations | 1 | $33K |
| Corporations/business entities | 8 | $3.7M |
States served
AZ, CA, CO, ID, LA, NE, NM, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD