R. Meier, Inc. (Fort Atkinson)

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.

R. Meier: assets under management

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 firm manages $44.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.37 thousand each.

R. Meier has custody of $3.05 million in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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.

Careers at R. Meier, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Alan Meier	President	1 Nov 1997	Other	4911645
Elizabeth L Meier	Director	1 Nov 1997	Other	5309501
Mark Alan Meier	Owner/shareholder/chief compliance officer/iar	1 Dec 2006	75% - 100%	4661202

Based in Fort Atkinson

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.