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Building 2MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

Map pinUNIONTOWN, OH
Phone330-899-0135
NotebookSEC #801-117577
Total AUM
$182.3M
Employees
3
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 MASSILLON ROAD
SUITE 250
UNIONTOWN
OH 44685
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
330-899-0135

ReceiptFinancials

Total AUM
$182.3M
Accounts
706
Discretionary
$180.3M
Accounts
700
Non-Discretionary
$2M
Accounts
6

ContactClients

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Individual Clients
252
AUM
$63M
HNW Individual Clients
52
AUM
$118.1M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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

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