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MERIDIAN INVESTMENT COUNSEL, INC.

CRD 131655 · SEC 801-63191

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$723.4M

Discretionary AUM

$723.4M

Team

8 total employees; 4 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals69$681.1M
High net worth individuals118$34.6M

States served

CA, CO, WA, TX, HI

Official SEC filing: View on IAPD