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⚲
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| Meridian Investment Counsel Inc
✚
|
|
|---|---|
| CRD # | 131655 |
| SEC # | 801-63191 |
| CIK # | 0001427351 |
| AUM | $425.1 MM (2023-03-31) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 510-493-7650 |
| Address | 1126 Hilltop Drive Lafayette, CA 94549 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 21.1 |
| (b) Individuals (high net worth individuals) | 105 | 400.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.6 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 425.1 |
| By Discretionary | ||
| Discretionary | 549 | 425.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 425.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 424.6 | |
| Total | 549 | 425.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001427351] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DST Wealth Management LLC
✚
|
CA | 0.4 |
|
Oak Family Advisors LLC
✚
|
IL | 0.4 |
|
SSA Swiss Advisors AG
✚
|
0.4 | |
|
HZ Investments Inc
✚
|
MD | 0.4 |
|
Carl Stuart Investment Advisor Inc
✚
|
TX | 0.4 |
|
Orion Investment Co
✚
|
MO | 0.4 |
|
Invicta Advisors LLC
✚
|
PA | 0.4 |
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 0.4 |
|
Weber Asset Management Inc
✚
|
NY | 0.4 |
|
White Lighthouse Investment Management Inc
✚
|
MA | 0.4 |