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| Meridian Investment Counsel Inc
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| |
|---|---|
| CRD # | 131655 |
| SEC # | 801-63191 |
| CIK # | 0001427351 |
| AUM | $486.8 MM (2024-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 510-493-7650 |
| Address | 1126 Hilltop Drive Lafayette, CA 94549 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TSM | 437,370.3 | 18.6 | |
| AAPL | 2,382,844.0 | 13.9 | |
| MSFT | 1,918,222.4 | 13.0 | |
| ADBE | 172,760.2 | 12.3 | |
| CVX | 294,604.1 | 8.7 | |
| FDX | 62,226.1 | 6.1 | |
| QCOM | 147,392.0 | 5.7 | |
| IAU | 5.6 | ||
| ABBV | 269,466.6 | 4.9 | |
| NSC | 53,956.1 | 4.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 41.0 |
| (b) Individuals (high net worth individuals) | 91 | 440.0 |
| (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 | 3.5 |
| (h) Charitable organizations | 0 | 2.2 |
| (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 | 559 | 486.8 |
| By Discretionary | ||
| Discretionary | 559 | 486.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 559 | 486.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 485.9 | |
| Total | 559 | 486.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001427351] |
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|---|---|---|
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Evernest Financial Advisors
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CA | 0.5 |
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Tortuga Advisers LLC
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