MERIDIAN ASSET MANAGEMENT

MERIDIAN ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 309728). Regulatory assets under management: $33.6M.

Registration

• CRD: 309728
• Type: Registered investment adviser
• Phone: 248-894-6497
• Latest filing: 2026-01-30
• Regulatory AUM: $33.6M
• Discretionary AUM: $7.9M
• Non-discretionary AUM: $25.7M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309728 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search