Meridian Investment Counsel, Inc.

Meridian Investment Counsel, Inc. (CRD# 131655) is a financial advisory firm headquartered in Lafayette, CA. They manage $405,316,939 in 525 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $772,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, TX, WA

Financial Advisors at Meridian Investment Counsel, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Daniel A. Horowitz
CRD#: 7088275
Lafayette, CA

Daniel Horowitz (CRD# 7088275) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 2 years of experience in the finance industry.

2
John G. Kerns
CRD#: 2411385
Lafayette, CA

John Kerns (CRD# 2411385) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 17 years of experience in the finance industry.

3
Mark Wheeler
CRD#: 6275737
Lafayette, CA

Mark Wheeler (CRD# 6275737) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 5 years of experience in the finance industry.

4
Nancy Woodall
CRD#: 3223028
Lafayette, CA

Nancy Woodall (CRD# 3223028) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has 1 year of experience in the finance industry.

5
Christopher C. Young
CRD#: 1920065
Lafayette, CA

Christopher Young (CRD# 1920065) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 32 years of experience in the finance industry.

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