Meketa Fiduciary Management

  • Investment Bank/Securities Brokerage
  • Carlsbad CA
  • 2 employees
  • Investment Management
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Company Overview

Headquarters
5796 Armada Drive, Suite 110, Suite 110, Carlsbad CA
Website
meketafm.com
Phone
(760) 795-3455
Employees
2
Founded in
2014
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$5B

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Who is Meketa Fiduciary Management

Meketa Fiduciary Management is a subsidiary of Meketa Investment Group operating as a company in Carlsbad, California. With a small team of 2 employees, the company generates $5 million in annual revenue. Meketa Fiduciary Management provides a range of discretionary investment services designed to meet the unique needs of each client. Their services encompass asset allocation, manager selection, asset/liability modeling, liquidity studies, risk measurement and monitoring, manager guidelines, manager hiring and firing, fee negotiations, client reporting, rebalancing, and asset transfers. Meketa Fiduciary Management distinguishes itself by offering a fully customizable discretionary solution tailored to individual client needs and circumstances. They are dedicated to providing clients with personalized investment strategies and comprehensive support. For more details about Meketa Fiduciary Management and their investment services, please visit their website at www.meketafm.com.

Company Leadership

Alan Spatrick

Managing Principal

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Frank Benham

Managing Principal

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Mika Malone

Managing Principal

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John Haggerty

Managing Principal / Director

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Ted Benedict

Managing Principal

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Meketa Fiduciary Management Industry Tags

Investment Bank/Securities Brokerage
Management Investment
Open-ended
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FAQ

What is the location of Meketa Fiduciary Management's headquarters?
The headquarters of Meketa Fiduciary Management are situated at 5796 Armada Drive, Suite 110, Suite 110, Carlsbad CA
What is Meketa Fiduciary Management's phone number?
Meketa Fiduciary Management's contact number is (760) 795-3455.
What is Meketa Fiduciary Management's official website?
The official website of Meketa Fiduciary Management can be found at meketafm.com.
What is Meketa Fiduciary Management's current revenue?
As of November 2019, Meketa Fiduciary Management's annual revenue reached $5B.
How many employees does Meketa Fiduciary Management currently have?
Meketa Fiduciary Management employs approximately 2+ people as of November 2019
Which industries is Meketa Fiduciary Management primarily operating in?
Meketa Fiduciary Management operates in the following industries: Investment Management
Who is the Managing Principal of Meketa Fiduciary Management?
Meketa Fiduciary Management's Managing Principal is Alan Spatrick
What are Meketa Fiduciary Management's industry tags?
Meketa Fiduciary Management's industry tags include: Investment Bank/Securities Brokerage, Management Investment, Open-ended
When was Meketa Fiduciary Management founded?
Meketa Fiduciary Management was founded in 2014.

Employee Directory

Key Employees

Daniel Dynan

Principal

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Stephen McCourt

Managing Director

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