MEDDENT SOLUTIONS

MEDDENT SOLUTIONS is an SEC-registered investment adviser (CRD 291399). Regulatory assets under management: $28.2M.

Registration

• CRD: 291399
• Type: Registered investment adviser
• Phone: 256-642-1230
• Latest filing: 2026-08-04
• Regulatory AUM: $28.2M
• Discretionary AUM: $19.8M
• Non-discretionary AUM: $8.4M
• Clients: 5
• Accounts: 115

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291399 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search