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Meredith, Karen Ann (Irving)


Meredith, Karen Ann is an adviser based in Irving. It manages $9.1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

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Meredith, Karen Ann provides financial planning services and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Meredith, Karen Ann: assets under management

The assets under management (AUM) of Meredith, Karen Ann is $9.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.1 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Meredith, Karen Ann for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irving

The principal office where Meredith, Karen Ann performs its advisory services is located at 251 O'connor Ridge Blvd., Irving, TX 75038 6525, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-492-1986 or by fax 972-887-9996. The normal business hours are 8 am to 6 pm on Monday - Friday. You can find more information about the New York firm at www.meredith21.com.


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