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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- PeakEagle momentum +more
- Established Date
- 10-01-2022
- Office Locations
- 1
Office Locations
About Meche AND Associates LLC
Meche & Associates is a Louisiana-based retirement-focused advisory firm that builds comprehensive plans by reviewing clients’ full financial picture, educating them on options, and designing sustainable retirement savings strategies, including Social Security optimization. The firm serves clients statewide and is led by David Meche, who hosts the “Your Retirement” radio show and appears on ABC KATC Channel 3.
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Owner & Executives
DAVID NEWTON MECHE
Associate, MANAGING PRINCIPAL, Owner
- CRD
- --
- Ownership
- 75% or more
AUSTIN DULANEY SCHUTZ
Chief Compliance Officer
- CRD
- #2921701
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,983,555 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,983,555 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,983,555
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $970,664,288 | 30.9% |
| Equity - Exchange | $1,237,675,499 | 39.4% |
| Cash | $405,228,780 | 12.9% |
| Derivatives | $527,739,807 | 16.8% |
| Total | $3,141,308,374 | 100.0% |