Meridian Capital Advisors, LLC
Meridian Capital Advisors, LLC (CRD# 138310) is a financial advisory firm headquartered in Englewood, CO. They manage $15,000,000 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$230,769
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Theresa Mohan (CRD# 4209963) is an Investment Advisor Representative working at Meridian Capital Advisors, LLC in Englewood, CO and has over 14 years of experience in the finance industry.
Jeffery Mascio (CRD# 4221227) is an Investment Advisor Representative working at Meridian Capital Advisors, LLC in Englewood, CO and has over 16 years of experience in the finance industry.