Meridiana MFO LLC

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Assets, Funds, Holdings

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Meridiana MFO LLC
CRD #306237
SEC #801-117687
CIK #
AUM $374.9 MM (2024-02-07)
Employees 5 (60% Investors, 0% Brokers)
Phone305-448-0014
Address2600 S Douglas Rd
Coral Gables, FL 33134
Source [IAPD] [Website]
Total AUM ($MM)
4003202401608002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 7 374.9
(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 0.0
(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 3 0.0
Total 139 374.9
By Discretionary
Discretionary 0 0.0
Non-Discretionary 139 374.9
Total 139 374.9
By Non-United States Persons
Non-United States Persons 278.9
United States Persons 96.0
Total 139 374.9
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Triagen Wealth Management LLC
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BNA Wealth Inc
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Astoria Strategic Wealth Inc
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My Legacy Advisors LLC
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ACT Advisors LLC
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