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Jamie Wills Meurer

MIDDLEGROUND MANAGEMENT, LP·LEXINGTON, Kentucky
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1500 ARISTIDES BLVD., LEXINGTON, KY 40511CRD# 7358762Firm CRD# 297235
01

About

Jamie Wills Meurer is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with MIDDLEGROUND MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MIDDLEGROUND MANAGEMENT, LP
MIDDLEGROUND CAPITAL
AUM
$3.8B
Regulatory assets under management
Employees
142
Total firm employees
View all advisors at MIDDLEGROUND MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7358762
Firm CRD# 297235
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jamie Wills Meurer offer?
Jamie Wills Meurer specializes in Retirement Planning. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Jamie Wills Meurer's credentials?
Jamie Wills Meurer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Wills Meurer located?
Jamie Wills Meurer is based in LEXINGTON, Kentucky, working with MIDDLEGROUND MANAGEMENT, LP. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Jamie Wills Meurer charge for services?
Jamie Wills Meurer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDDLEGROUND MANAGEMENT, LP?
MIDDLEGROUND MANAGEMENT, LP has approximately 142 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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