Meridian Asset Management, LLC
Meridian Asset Management, LLC (CRD# 154239) is a financial advisory firm headquartered in , . They manage $107,590,276 in 69 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Meridian Asset Management, LLC
By the Numbers
-
Total Assets Under Management108MILLION
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$1,559,279
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA
Financial Advisors at Meridian Asset Management, LLC
1
Jay Harris (CRD# 5812149) is an Investment Advisor Representative working at Meridian Asset Management, LLC in Bethlehem, PA and has over 14 years of experience in the finance industry.
2
Scott Heess (CRD# 2002787) is an Investment Advisor Representative working at Meridian Asset Management, LLC in , and has over 34 years of experience in the finance industry.
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