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Building 26 MERIDIAN LLC

Map pinWICHITA, KS
Phone316-776-4601
NotebookSEC #801-108131
Total AUM
$1.9B
Employees
23
Clients
659

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8301 E 21ST ST. NORTH
SUITE 150
WICHITA
KS 67206
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
316-776-4601
Other Offices
1

ReceiptFinancials

Total AUM
$1.9B
Accounts
3,907
Discretionary
$1.2B
Accounts
2,719
Non-Discretionary
$622.3M
Accounts
1,188

ContactClients

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Individual Clients
149
AUM
$31.9M
HNW Individual Clients
489
AUM
$1.1B
Investment Company Clients
4
AUM
$452.6M
Pooled Vehicle Clients
5
AUM
$115.4M
Charitable Organization Clients
4
AUM
$33M
Corporation or Business Clients
8
AUM
$80.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILKSNENHOKTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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