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Home > Retirement Planners > ohio > uniontown > MERIDIAN CAPITAL MANAGEMENT GROUP, INC.
MERIDIAN CAPITAL MANAGEMENT GROUP, INC.
3500 Massillon Road
Suite 250
Uniontown, Ohio 44685
Tel: 330-899-0135
About MERIDIAN CAPITAL MANAGEMENT GROUP, INC.
MERIDIAN CAPITAL MANAGEMENT GROUP, INC, formally registered with the SEC as MERIDIAN CAPITAL MANAGEMENT GROUP, INC. The firm was established in 11/04/2019. They have over 1 offices throughout the country.
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. is a Uniontown, Ohio based Financial Planning firm with nearly $182,267,368 assets under management, offering retirement planning & investment advisory services to 706 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136583 |
| SEC# | 801-117577 |
| Assets Managed by Firm | $182,267,368 |
| No. of Clients | 706 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 706 | $182,267,368 |
| Individuals (other than high net worth individuals) | 252 | $63,014,844 |
| High net worth individuals | 52 | $118,105,833 |
| Corporations or other businesses | Fewer than 5 clients | $1,146,691 |
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