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
Po Box 1057, Lafayette, CA 94549
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 Horowitz, financial advisor Lafayette CA
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 Kerns, financial advisor Lafayette CA
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, financial advisor Lafayette CA
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, financial advisor Lafayette CA
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 Young, financial advisor Lafayette CA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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