Overview
Assets Under Management: $407 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 7
Average Client Assets: $58 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $58 million
Total Client Accounts: 141
Non-Discretionary Accounts: 141
Regulatory Filings
CRD Number: 306237
Last Filing Date: 2025-01-22 00:00:00
Website: http://meridiana-mfo.com