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MERIDIAN INVESTMENT ADVISORS, INC.
CRD 107593 · SEC 801-46376
10321 N. PENNSYLVANIA ST., INDIANAPOLIS, IN, 46280, United States
Phone
317-573-5257
Fax
317-581-7964
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$628.0M
Discretionary AUM
$468.5M
Team
5 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 372 | $159.3M |
| High net worth individuals | 240 | $309.2M |
| Pension/profit sharing plans | 15 | $159.5M |
States served
CA, IL, IN, KY, LA, OH, FL
All web addresses on file
Official SEC filing: View on IAPD