11300 Cantrell Road
Suite 200
Little Rock, Arkansas 72212
Tel: 501-663-7055
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 $766,523,683 assets under management, offering retirement planning & investment advisory services to 460 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110216 |
SEC# | 801-13452 |
Assets Managed by Firm | $766,523,683 |
No. of Clients | 460 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 460 | $766,523,683 |
Individuals (other than high net worth individuals) | 90 | $42,769,273 |
High net worth individuals | 102 | $306,704,662 |
Pension and profit sharing plans | 25 | $286,382,549 |
Charitable organizations | 7 | $10,757,671 |
Corporations or other businesses | 5 | $15,511,858 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$14,783,890,572 | 21924 | 629 | |
$7,463,667,271 | 162 | 23 | |
$3,329,402,135 | 13257 | 157 | |
$2,593,400,723 | 7674 | 252 | |
$2,346,620,000 | 4 | 4 |
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