MERIDIAN INVESTMENT ADVISORS, INC.
Adviser information for MERIDIAN INVESTMENT ADVISORS, INC. last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,098 | $458.5M |
| Non-Discretionary | 12 | $109.6M |
| Total | 1,110 | $568.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 509 | $129.5M |
| HNW Individuals | 127 | $302.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 17 | $136.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-46376 |
|---|---|
| SEC ERA File Number | 801-46376 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107593 |
| Legal Entity Identifier | None |
Principal Office
10321 N. PENNSYLVANIA ST.INDIANAPOLIS
IN
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 317-573-5257, Fax: 317-581-7964
Websites
Chief Compliance Officer
MICHAEL BURLEY
CHIEF COMPLIANCE OFFICER
10321 N. PENNSYLVANIA ST.
INIDIANAPOLIS
IN
United States
Tel:
317-573-5257
Fax:
317-581-7964
M******@*****************M
(Full email address available in API data)
Regulatory Contact
GERY SADZEWICZ
5205 BROOKSHIRE ESTATES DRIVE
PLAINFIELD
IL
United States
Tel:
815-782-1250
G***@*************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BURLEY, MICHAEL, ROBERT | Individual | – | PRESIDENT AND CEO, CCO | 04/2008 | > 75% |