|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Meridian Investment Counsel Inc
✚
|
|
|---|---|
| CRD # | 131655 |
| SEC # | 801-63191 |
| CIK # | 0001427351 |
| AUM | $539.4 M (2025-03-28) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 510-493-7650 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 21.3 | ||
| Apple Inc | 15.6 | ||
| Microsoft Corp | 13.9 | ||
| Chevron Corp | 8.0 | ||
| iShares Comex Gold Trust | 7.9 | ||
| Palantir Technologies Inc | 6.8 | ||
| Adobe Systems Inc | 6.7 | ||
| Oracle Corp | 5.6 | ||
| Norfolk Southern Corp | 5.4 | ||
| Wal Mart Stores Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 31.2 |
| (b) Individuals (high net worth individuals) | 111 | 502.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 592 | 539.4 |
| By Discretionary | ||
| Discretionary | 592 | 539.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 592 | 539.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 538.4 | |
| Total | 592 | 539.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001427351] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mulholland Wealth Advisors LLC
✚
|
AZ | 0.5 |
|
Resource Financial Group Ltd
✚
|
IL | 0.5 |
|
Corus Family Wealth Advisors Inc
✚
|
TX | 0.5 |
|
Independent Investors Inc
✚
|
NY | 0.5 |
|
Ventira Private Wealth Management Ltd
✚
|
0.5 | |
|
Hemsley Advisors Ltd
✚
|
IL | 0.5 |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 0.5 |
|
Planned Solutions Financial & Insurance Services Inc
✚
|
CA | 0.5 |
|
Ariadne Wealth Management LP
✚
|
CA | 0.5 |
|
HZ Investments Inc
✚
|
MD | 0.5 |