James Milgram Klein appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Milgram Klein appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-26 | Form ADV | MERITAGE PORTFOLIO MANAGEMENT, INC. | DIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGER | OVERLAND PARK, KS |