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MERIDIAN INVESTMENT ADVISORS

11300 Cantrell Road
Suite 200
Little Rock, Arkansas 72212
Tel: 501-663-7055

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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 $766,523,683 assets under management, offering retirement planning & investment advisory services to 460 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110216
SEC#801-13452
Assets Managed by Firm$766,523,683
No. of Clients460
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total460$766,523,683
Individuals (other than high net worth individuals)90$42,769,273
High net worth individuals102$306,704,662
Pension and profit sharing plans25$286,382,549
Charitable organizations7$10,757,671
Corporations or other businesses5$15,511,858

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