R. Meier, Inc. is an adviser based in Fort Atkinson. It manages $44.1 million of regulatory assets for 349 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Wisconsin.
R. Meier provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of R. Meier, Inc. is $44.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay R. Meier, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
R. Meier, Inc. is owned by Mark Alan Meier. Richard Alan Meier has been acting as President since 1 Nov 1997. Elizabeth L Meier joined the executive team most recently as the Director.
The principal office where R. Meier, Inc. performs its advisory services is located at 202 S Third Street W, Fort Atkinson, WI 53538, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 920-568-3601 or by fax 920-568-3603. The normal business hours are 8am to 5pm on Monday - Friday.