Overview
Assets Under Management: $767 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 102
Average Client Assets: $3 million
Frequently Asked Questions
MERIDIAN MANAGEMENT CO 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 #110216), MERIDIAN MANAGEMENT CO is subject to fiduciary duty under federal law.
MERIDIAN MANAGEMENT CO is headquartered in LITTLE ROCK, AR.
MERIDIAN MANAGEMENT CO serves 102 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, MERIDIAN MANAGEMENT CO offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MERIDIAN MANAGEMENT CO manages $767 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, MERIDIAN MANAGEMENT CO 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: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 460
Discretionary Accounts: 460
Regulatory Filings
CRD Number: 110216
Last Filing Date: 2025-02-24 00:00:00
Website: https://meridiania.com