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Building 2MERIDIAN ASSET MANAGEMENT, LLC

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Phone610-866-2224
NotebookSEC #801-132834
Total AUM
$124M
Employees
2
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5PM
Monday - Friday
Phone
610-866-2224

ReceiptFinancials

Total AUM
$124M
Accounts
80
Discretionary
$29.7M
Accounts
70
Non-Discretionary
$94.3M
Accounts
10

ContactClients

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Individual Clients
38
AUM
$7.3M
HNW Individual Clients
22
AUM
$42.8M
Corporation or Business Clients
2
AUM
$73.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL CONSULTING FEES

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Disclosures

None reported

State Registrations
NJPA

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

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