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THE MERIDIAN BUSINESS GROUP, LTD
THE MERIDIAN BUSINESS GROUP, LTD.
CRD 119455 · SEC 801-63330
2715 THATCHER AVENUE, RIVER GROVE, IL, 60171, United States
Phone
708-452-9169
Fax
708-452-9275
Registration
— (—)
Source
State registered
Total AUM
$22.9M
Discretionary AUM
$22.9M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $8.5M |
| High net worth individuals | 9 | $14.2M |
| Corporations/business entities | 2 | $158K |
All web addresses on file
Official SEC filing: View on IAPD