Investment adviser · CRD 132125

MERIDIAN ASSET MANAGEMENT

Investment adviser filing (IA)

MERIDIAN ASSET MANAGEMENT LLC

COTTONWOOD HEIGHTS, UT, United States · Form ADV filed Jun 30, 2014

Regulatory AUM
$8.52M
Form ADV · Item 5.F
Client accounts
77
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Jun 30, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

7575 WILLOW RIDGE RD.
COTTONWOOD HEIGHTS, UT, 84121, United States

CRD 132125

Filing source

Form ADV 832524 · Jun 30, 2014 · 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.