MERITAGE PORTFOLIO MANAGEMENT, INC.
CRD #107177 SEC #801-39348 OVERLAND PARK, KS 913-345-7000
SEC Registered
Total AUM
$2.4B
Discretionary
$2.3B
Employees
18
Clients
101
Accounts
1,480
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $2.3B | $142.7M | 18 | 1 |
| Mar 2024 | $2.4B | $2.2B | $120.5M | 18 | 1 |
| Jan 2024 | $1.9B | $1.8B | $101.5M | 17 | 1 |
| Mar 2023 | $1.9B | $1.8B | $101.5M | 17 | 1 |
| May 2022 | $2.3B | $2.2B | $88.5M | 15 | 1 |
| Mar 2022 | $2.3B | $2.2B | $88.5M | 15 | 1 |
| Jun 2021 | $1.9B | $1.9B | $81.5M | 15 | 1 |
| Apr 2021 | $1.9B | $1.9B | $81.5M | 15 | 1 |
| Mar 2021 | $1.9B | $1.9B | $81.5M | 15 | 1 |
| Dec 2020 | $1.8B | $1.7B | $47.4M | 15 | 1 |
| Sep 2020 | $1.8B | $1.7B | $47.4M | 15 | 1 |
| Aug 2020 | $1.8B | $1.7B | $47.4M | 15 | 1 |
| Jun 2020 | $1.8B | $1.7B | $75.3M | 15 | 1 |
| Mar 2020 | $1.8B | $1.7B | $75.3M | 15 | 1 |
| Mar 2019 | $1.5B | $1.5B | $54.1M | 17 | 1 |
| Jun 2018 | $1.6B | $1.6B | $49.9M | 18 | 1 |
| Mar 2018 | $1.6B | $1.6B | $49.9M | 18 | 1 |
| Mar 2017 | $1.5B | $1.5B | $35.6M | 16 | 500 |
| Mar 2016 | $1.4B | $1.4B | $14.1M | 16 | 500 |
| Mar 2015 | $1.5B | $1.5B | $3.1M | 17 | 500 |
| Dec 2014 | $1.3B | $1.3B | $6.5M | 17 | 500 |
| May 2014 | $1.3B | $1.3B | $6.5M | 17 | 500 |
| Feb 2014 | $1.3B | $1.3B | $6.5M | 17 | 500 |
| Apr 2013 | $1.1B | $1.1B | $0 | 16 | 500 |
| Mar 2012 | $977.4M | $977.4M | $0 | 11 | 500 |
| Mar 2011 | $972.8M | $972.8M | $0 | -- | -- |
| Apr 2009 | $749M | $749M | $0 | -- | -- |
| Feb 2009 | $895.1M | $895.1M | $0 | -- | -- |
| Mar 2008 | $895.1M | $895.1M | $0 | -- | -- |
| Mar 2007 | $808.9M | $808.9M | $0 | -- | -- |
| Mar 2006 | $684.7M | $684.7M | $0 | -- | -- |
| Feb 2006 | $662.2M | $662.2M | $0 | -- | -- |
| Dec 2005 | $662.2M | $662.2M | $0 | -- | -- |
| Dec 2005 | $662.2M | $662.2M | $0 | -- | -- |
| Sep 2005 | $662.2M | $662.2M | $0 | -- | -- |
| Mar 2004 | $608.2M | $608.2M | $0 | -- | -- |
| Mar 2002 | $692.3M | $692.3M | $0 | -- | -- |
| Aug 2001 | $799.7M | $799.7M | $0 | -- | -- |
DateMar 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$142.7M
Employees18
Clients1
DateMar 2024
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$120.5M
Employees18
Clients1
DateJan 2024
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$101.5M
Employees17
Clients1
DateMar 2023
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$101.5M
Employees17
Clients1
DateMay 2022
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$88.5M
Employees15
Clients1
DateMar 2022
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$88.5M
Employees15
Clients1
DateJun 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$81.5M
Employees15
Clients1
DateApr 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$81.5M
Employees15
Clients1
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$81.5M
Employees15
Clients1
DateDec 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$47.4M
Employees15
Clients1
DateSep 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$47.4M
Employees15
Clients1
DateAug 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$47.4M
Employees15
Clients1
DateJun 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$75.3M
Employees15
Clients1
DateMar 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$75.3M
Employees15
Clients1
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$54.1M
Employees17
Clients1
DateJun 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$49.9M
Employees18
Clients1
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$49.9M
Employees18
Clients1
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$35.6M
Employees16
Clients500
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$14.1M
Employees16
Clients500
DateMar 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3.1M
Employees17
Clients500
DateDec 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.5M
Employees17
Clients500
DateMay 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.5M
Employees17
Clients500
DateFeb 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.5M
Employees17
Clients500
DateApr 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients500
DateMar 2012
Total AUM$977.4M
Discretionary$977.4M
Non-Disc.$0
Employees11
Clients500
DateMar 2011
Total AUM$972.8M
Discretionary$972.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$749M
Discretionary$749M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$895.1M
Discretionary$895.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$895.1M
Discretionary$895.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$808.9M
Discretionary$808.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$684.7M
Discretionary$684.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$662.2M
Discretionary$662.2M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$662.2M
Discretionary$662.2M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$662.2M
Discretionary$662.2M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$662.2M
Discretionary$662.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$608.2M
Discretionary$608.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$692.3M
Discretionary$692.3M
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$799.7M
Discretionary$799.7M
Non-Disc.$0
Employees--
Clients--