RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Kansas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BASH, THOMAS, JOSEPHICONSULTANTNA
BASH, THOMAS, JOSEPHICONSULTANTNA
BASH, THOMAS, JOSEPHIMANAGING DIRECTORNA
BASH, THOMAS, JOSEPHICONSULTANTNA
BASH, THOMAS, JOSEPHIMANAGING DIRECTORNA
BASH, THOMAS, JOSEPHICONSULTANTNA
BASH, THOMAS, JOSEPHICONSULTANTNA
BASH, THOMAS, JOSEPHICONSULTANTNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
DIVINE, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRNA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRNA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRNA
SCROGHAM, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
SCROGHAM, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
SCROGHAM, SHARON, LEEIPRINCIPAL & SR. PORTFOLIO MANAGERNA
SHAFRAN, ZACHARY, HOWARDICO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGERNA
SHAFRAN, ZACHARY, HOWARDICO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGERNA
SHAFRAN, ZACHARY, HOWARDICO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGERNA
SHAFRAN, ZACHARY, HOWARDICO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGERNA
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, DEBORAH, KAYIVP OF FINANCE & CHIEF COMPLIANCE OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT & MANAGING DIRECTORD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT & MANAGING DIRECTORD Control
EVEANS, MARK, EVERETTIPRESIDENT & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICERD Control
EVEANS, MARK, EVERETTIPRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICERD Control
BASH, THOMAS, JOSEPHISEC./TREASURER & MANAGING DIRECTORC Control
BASH, THOMAS, JOSEPHISEC./TREASURER & MANAGING DIRECTORC Control
EVEANS, MARK, EVERETTIPRESIDENT & MANAGING DIRECTORC Control
EVEANS, MARK, EVERETTIPRESIDENT & MANAGING DIRECTORC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIMANAGING DIRECTOR, TREASURER & SECRETARYC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIMANAGING DIRECTOR, TREASURER & SECRETARYC Control
KLEIN, JAMES, MILGRAMIPRINCIPALC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGERC Control
KLEIN, JAMES, MILGRAMIMANAGING DIRECTORB
KLEIN, JAMES, MILGRAMIMANAGING DIRECTORB
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
BERGMAN, BRADLEY, ANTHONYIOWNERA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA
MITCHELL, LEONARD, CURTISIPRINCIPAL AND SR. PORTFOLIO MGRA

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (25)

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Address

7500 COLLEGE BLVD
SUITE 1212
OVERLAND PARK, KS 66210
United States
Phone: 913-345-7000