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Meridiana MFO LLC
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CRD # | 306237 |
SEC # | 801-117687 |
CIK # | |
AUM | $374.9 MM (2024-02-07) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 305-448-0014 |
Address | 2600 S Douglas Rd Coral Gables, FL 33134 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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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Adirondack Financial Services Corp
✚
|
NY | 0.4 |
Clear Creek Wealth Management LLC
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BCGM Wealth Management LLC
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von Berge Wealth Management Group LLC
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Horizon Advisors LLC
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TX | 0.4 |
Triagen Wealth Management LLC
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|
CA | 0.4 |
BNA Wealth Inc
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SC | 0.4 |
Astoria Strategic Wealth Inc
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TX | 0.4 |
My Legacy Advisors LLC
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OR | 0.4 |
ACT Advisors LLC
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|
NC | 0.4 |