Meixler Investment Management, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$228,353,048
Total clients
561
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
561
Average account size
$407,046
About
The firm provides discretionary investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, and business entities, and also sponsors a wrap‑fee program. It reports about $228 million in discretionary assets under management and conducts regular client meetings and account reviews.
Its investment process combines fundamental, technical, and cyclical analysis and employs a range of strategies including long‑ and short‑term trading, options, and the use of margin/borrowed positions in separately managed accounts. Portfolios are constructed from ETFs, mutual funds, individual stocks and bonds, and are reviewed at least quarterly with the opportunity for clients to impose reasonable restrictions.
Distinctive features include an unusually high client load per advisor—well over 500 clients for the firm’s lead advisor—which is atypical for peers and can influence trade aggregation and service workflows. The firm’s role as a wrap program sponsor together with explicit use of derivatives and borrowing in separately managed accounts is rare among similarly sized supported advisors.
Client services
Expertise
Fee options
Negotiable percentage up to a maximum of 1.50% annually
Fee-only: Annual fees based on a negotiated percentage of assets under management up to 1.50%
Main office location
Meixler Investment Management, Ltd.
4451 S. White Mountain Road, Suite A
Show Low AZ 85901, United States
Number of offices
1
Most active in
Arizona · California · Colorado · Florida · Idaho · Louisiana · Nebraska · New Hampshire · New Mexico · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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