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Meridian Investment Counsel, Inc.

● SEC registered since 2004CRD 131655SEC# 801-63191
Export (members)
Reg. AUM
$539.4M
Employees
8
Accounts
592
Location

Meridian Investment Counsel, Inc. assets under management

Meridian Investment Counsel, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2004. It reports $539.4 million in regulatory assets under management and employs 8 people.

Meridian Investment Counsel, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Michael Lawrence Woodall ControlTrustee50-75%2010
Michael Lawrence Woodall ControlCfo & SecretaryUnder 5%2004
Nancy Woodall ControlPresident & Chief Compliance OfficerUnder 5%2004
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Frequently asked questions

How much does Meridian Investment Counsel, Inc. manage?

Meridian Investment Counsel, Inc. reports $539.4 million in regulatory assets under management on its Form ADV.

How many employees does Meridian Investment Counsel, Inc. have?

Meridian Investment Counsel, Inc. reports 8 employees.

Does Meridian Investment Counsel, Inc. disclose fund performance?

Meridian Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone510-493-7650
Fax510-280-7900
Office hours9:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1427351
Discloses disciplinary historyNo

Assets under management

Discretionary$539.4M
Non-discretionary$0
Total (RAUM)$539.4M