Investment adviser · CRD 118971
MERIDIAN ADVISORY SERVICES
Investment adviser filing (IA)
MERIDIAN ADVISORY SERVICES LLC
· Form ADV filed Apr 11, 2012
- Regulatory AUM
- $37M Form ADV · Item 5.F
- Client accounts
- 65 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 11, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly
Principal office
CRD 118971
Filing source
Form ADV 637933 · Apr 11, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.