MERIDIANA

2600 S. Douglas Rd.
Suite 908
Coral Gables, Florida 33134
Tel: 305-448-0014

About MERIDIANA

MERIDIANA, formally registered with the SEC as MERIDIANA. The firm was established in 11/26/2019. They have over 2 offices throughout the country.

MERIDIANA is a Coral Gables, Florida based Financial Planning firm with nearly $406,978,450 assets under management, offering retirement planning & investment advisory services to 141 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306237
SEC#	801-117687
Assets Managed by Firm	$406,978,450
No. of Clients	141
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Other (CONSULTING FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	141	$406,978,450
High net worth individuals	7	$406,978,450

More Retirement Planning firms in Coral Gables, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Coral Gables, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.