Meridian Asset Management
Meridian Asset Management (CRD# 309728) is a financial advisory firm headquartered in , . They manage $33,283,645 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Meridian Asset Management
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts17ACCOUNTS
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Average Account Value$1,957,861
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Meridian Asset Management
1
Richard Price (CRD# 1122907) is an Investment Advisor Representative working at Meridian Asset Management in Harbor Springs, MI and has over 40 years of experience in the finance industry.
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