|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Meridian Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 107593 |
| SEC # | 801-46376 |
| CIK # | |
| AUM | $532.7 M (2025-03-04) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 317-573-5257 |
| Address | 10321 N Pennsylvania St Indianapolis, IN 46280 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 385 | 132.3 |
| (b) Individuals (high net worth individuals) | 210 | 254.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 146.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,094 | 532.7 |
| By Discretionary | ||
| Discretionary | 1,081 | 415.7 |
| Non-Discretionary | 13 | 117.0 |
| Total | 1,094 | 532.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 532.7 | |
| Total | 1,094 | 532.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Empower Financial Advisory LLC
✚
|
CT | 0.5 |
|
QP Wealth Management LLC
✚
|
FL | 0.5 |
|
Westshore Wealth LLC
✚
|
CA | 0.5 |
|
Envoy Advisory Inc
✚
|
CO | 0.5 |
|
HOGE Financial Services LLC
✚
|
PA | 0.5 |
|
Mattern Wealth Management LLC
✚
|
KS | 0.5 |
|
Beta Capital Management LLC
✚
|
FL | 0.5 |
|
Wells Trecaso Financial Group LLC
✚
|
OH | 0.5 |
|
Cresta Advisors Ltd
✚
|
TX | 0.5 |
|
Aries Wealth Management LLC
✚
|
ME | 0.5 |