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MERIDIAN ASSET MANAGEMENT, LLC
CRD 154239 · SEC 801-132834
NJ, United States
Phone
610-866-2224
Fax
610-866-2224
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.0M
Discretionary AUM
$29.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $7.3M |
| High net worth individuals | 22 | $42.8M |
| Corporations/business entities | 2 | $73.9M |
States served
NJ, PA
Official SEC filing: View on IAPD