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| Meeder Advisory Services Inc
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|
|---|---|
| CRD # | 106814 |
| SEC # | 801-40023 |
| CIK # | 0001792167 |
| AUM | $2.1 B (2025-03-28) |
| Employees | 54 (70% Investors, 46% Brokers) |
| Phone | 866-633-3371 |
| Address | 6125 Memorial Dr Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 87.7 | ||
| Microsoft Corp | 78.5 | ||
| Apple Inc | 67.4 | ||
| Amazon Com Inc | 41.1 | ||
| Facebook Inc | 34.2 | ||
| Broadcom Inc | 29.1 | ||
| Global MOFY Metaverse Ltd | 23.4 | ||
| J P Morgan Chase & Co | 21.3 | ||
| Alphabet Inc | 20.1 | ||
| Alphabet Inc | 18.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,761 | 2.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,800 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,800 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,800 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,800 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001792167] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Meeder Public Funds Inc
✚
|
OH | 59.3 |
|
Meeder Asset Management Inc
✚
|
OH | 2.5 |
|
Meeder Advisory Services Inc
✚
|
OH | 2.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bristlecone Advisors LLC
✚
|
WA | 2.1 |
|
CornerStone Wealth Group LLC
✚
|
NC | 2.1 |
|
Pacific Income Advisers Inc
✚
|
CA | 2.1 |
|
Consolidated Planning Corporation
✚
|
GA | 2.1 |
|
Parsons Capital Management Inc
✚
|
RI | 2.1 |
|
LM Kohn & Company
✚
|
OH | 2.1 |
|
Advocacy Wealth Management LLC
✚
|
GA | 2.1 |
|
Koss-Olinger Consulting LLC
✚
|
FL | 2.1 |
|
Diversified Enterprises LLC
✚
|
DE | 2.1 |
|
Titleist Asset Management LLC
✚
|
TX | 2.1 |