Overview
Assets Under Management: $407 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 7
Average Client Assets: $58 million
Frequently Asked Questions
MERIDIANA MFO 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 #306237), MERIDIANA MFO LLC is subject to fiduciary duty under federal law.
MERIDIANA MFO LLC is headquartered in CORAL GABLES, FL.
MERIDIANA MFO LLC serves 7 high-net-worth clients according to their SEC filing dated January 22, 2025. View client details ↓
According to their SEC Form ADV, MERIDIANA MFO LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
MERIDIANA MFO LLC manages $407 million in client assets according to their SEC filing dated January 22, 2025.
According to their SEC Form ADV, MERIDIANA MFO LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $58 million
Total Client Accounts: 141
Non-Discretionary Accounts: 141
Regulatory Filings
CRD Number: 306237
Last Filing Date: 2025-01-22 00:00:00
Website: https://meridiana-mfo.com