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MERIDIAN INVESTMENT ADVISORS
11300 Cantrell Road
Suite 200
Little Rock, Arkansas 72212
Tel: 501-663-7055
About MERIDIAN INVESTMENT ADVISORS
MERIDIAN INVESTMENT ADVISORS, formally registered with the SEC as MERIDIAN INVESTMENT ADVISORS. The firm was established in 10/14/1977. They have over 1 offices throughout the country.
MERIDIAN INVESTMENT ADVISORS is a Little Rock, Arkansas based Financial Planning firm with nearly $741,635,478 assets under management, offering retirement planning & investment advisory services to 599 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110216 |
| SEC# | 801-13452 |
| Assets Managed by Firm | $741,635,478 |
| No. of Clients | 599 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 599 | $741,635,478 |
| Individuals (other than high net worth individuals) | 147 | $51,001,847 |
| High net worth individuals | 100 | $239,711,757 |
| Pension and profit sharing plans | 32 | $337,660,334 |
| Charitable organizations | 7 | $9,894,517 |
| Corporations or other businesses | 6 | $10,139,401 |
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