|
⚲
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| Meridian Capital Management Group Inc
✚
| |
|---|---|
| CRD # | 136583 |
| SEC # | 801-117577 |
| CIK # | |
| AUM | $166.3 MM (2024-02-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 330-899-0135 |
| Address | 3500 Massillon Road Uniontown, OH 44685 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 79.5 |
| (b) Individuals (high net worth individuals) | 37 | 85.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 166.3 |
| By Discretionary | ||
| Discretionary | 446 | 164.7 |
| Non-Discretionary | 11 | 1.7 |
| Total | 457 | 166.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.3 | |
| Total | 457 | 166.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Knowledge Leaders Capital LLC
✚
|
CO | 0.2 |
|
Altamont Wealth Management Inc
✚
|
CA | 0.2 |
|
Center for Wealth Management LLC
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|
OH | 0.2 |
|
The Westchester Group LLC
✚
|
OH | 0.2 |
|
Salus Financial Advisors LLC
✚
|
CO | 0.2 |
|
Position Wealth LLC
✚
|
TX | 0.2 |
|
Masus Financial Group Ltd
✚
|
IL | 0.2 |
|
DWR Wealth Management LLC
✚
|
CA | 0.2 |
|
Old Rock Asset Management LLC
✚
|
IL | 0.2 |
|
Equistar Wealth Management LLC
✚
|
TX | 0.2 |