Fee-OnlyFinder

Meixler Investment Management, LTD.

Financial planning in Show Low, AZ

SEC registeredNo commissions reported

Call (928) 537-8700Send a messageMap ↗

Public-record details

Address
4451 S. White Mountain Road, Suite a, Show Low, AZ 85901
Phone
(928) 537-8700
Listed under
Financial planning, % of assets managed
CRD number
168223
Registration
SEC registered since 2013-10-23
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$228.4 million
Accounts managed
941
Clients reported (Form ADV 5.D)
570
Individual / high-net-worth clients
520 / 41
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-04-01

SEC registered investment adviser, CRD 168223, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.