MEYER FINANCIAL SERVICES, INC.
CRD #174457 SEC #801-119195 NAPERVILLE, IL 630-896-7770
SEC Registered
Total AUM
$118.6M
Discretionary
$77.9M
Employees
3
Clients
0
Accounts
407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $118.6M | $77.9M | $40.7M | 3 | 0 |
| Mar 2022 | $129.8M | $110.6M | $19.2M | 3 | 3 |
| Nov 2021 | $123M | $91.9M | $31.1M | 4 | 3 |
| Apr 2021 | $123M | $91.9M | $31.1M | 3 | 3 |
| Feb 2021 | $123M | $91.9M | $31.1M | 3 | 3 |
| Jun 2020 | $105.2M | $79.5M | $25.7M | 3 | 1 |
DateMar 2023
Total AUM$118.6M
Discretionary$77.9M
Non-Disc.$40.7M
Employees3
Clients0
DateMar 2022
Total AUM$129.8M
Discretionary$110.6M
Non-Disc.$19.2M
Employees3
Clients3
DateNov 2021
Total AUM$123M
Discretionary$91.9M
Non-Disc.$31.1M
Employees4
Clients3
DateApr 2021
Total AUM$123M
Discretionary$91.9M
Non-Disc.$31.1M
Employees3
Clients3
DateFeb 2021
Total AUM$123M
Discretionary$91.9M
Non-Disc.$31.1M
Employees3
Clients3
DateJun 2020
Total AUM$105.2M
Discretionary$79.5M
Non-Disc.$25.7M
Employees3
Clients1