The Meridian Business Group, Ltd
The Meridian Business Group, Ltd (CRD# 119455) is a financial advisory firm headquartered in Elmwood Park, IL. They manage $18,089,824 in 129 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
The Meridian Business Group, Ltd
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts129ACCOUNTS
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Average Account Value$140,231
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, WI
Financial Advisors at The Meridian Business Group, Ltd
1
Michael Trekas (CRD# 4225955) is an Investment Advisor Representative working at The Meridian Business Group, Ltd in River Grove, IL and has over 23 years of experience in the finance industry.
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