Overview
Assets Under Management: $1.4 billion
Headquarters: WICHITA, KS
High-Net-Worth Clients: 253
Average Client Assets: $4.3 million
Frequently Asked Questions
6 MERIDIAN LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283845), 6 MERIDIAN LLC is subject to fiduciary duty under federal law.
6 MERIDIAN LLC is headquartered in WICHITA, KS.
6 MERIDIAN LLC serves 253 high-net-worth clients according to their SEC filing dated September 21, 2018. View client details ↓
According to their SEC Form ADV, 6 MERIDIAN LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
6 MERIDIAN LLC manages $1.4 billion in client assets according to their SEC filing dated September 21, 2018.
According to their SEC Form ADV, 6 MERIDIAN LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 253
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.53%
Average Client Assets: $4.3 million
Total Client Accounts: 3,077
Discretionary Accounts: 2,536
Non-Discretionary Accounts: 541
Regulatory Filings
CRD Number: 283845
Filing ID: 1225819
Last Filing Date: 2018-09-21 12:56:00