1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MERIDIAN INVESTMENT COUNSEL, INC.

Map pin
Phone510-493-7650
NotebookSEC #801-63191
Total AUM
$723.4M
Employees
8
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
510-493-7650

ReceiptFinancials

Total AUM
$723.4M
Accounts
619
Discretionary
$723.4M
Accounts
619
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
69
AUM
$681.1M
HNW Individual Clients
118
AUM
$34.6M
Pension/Profit Sharing Plan Clients
1
AUM
$4.1M
Charitable Organization Clients
1
AUM
$3.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOHITXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account