Meridian Investment Counsel Inc

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Assets, Funds, Holdings

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CAFR Data
Meridian Investment Counsel Inc
CRD #131655
SEC #801-63191
CIK #1427351
AUM $383.9 MM (100% Disc, 100% US, 2020-03-31)
Employees7 (71% Investors, 0% Brokers)
Phone510-493-7650
Address1040 Davis Street
San Leandro, CA 94577
Source [IAPD] [EDGAR]
Total AUM ($MM)
3853082311547702002200820142021
Sector Issuer Cap ($MM) Value ($MM)
CVX 174,190.0 6.0
TSM 263,560.0 4.7
BAC 210,640.0 4.7
INTC 263,950.0 4.0
NSC 46,040.0 3.4
JNJ 381,110.0 3.1
IAU 3.1
T 219,590.0 3.0
MSFT 1,376,930.0 2.8
PFE 208,250.0 2.7
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Comparable Firms State AUM ($BB)
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IL 0.4
Wood Asset Management Inc
FL 0.4
Weber Asset Management Inc
NY 0.4
Hopwood Financial Services Inc
VA 0.4
Gagnon Securities LLC
NY 0.4
Epsilon Financial Group Inc
CA 0.4
Personal Investment Management Inc
WA 0.4
Financial Designs Corporation
CA 0.4
Dumont & Blake Investment Advisors LLC
NJ 0.4
Wisdom Financial Services LLC
IL 0.4
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