M
$10.4M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
-- Katy TX
About Meridian Investment Management, Inc.
Meridian Investment Management, Inc. is a Katy-based RIA. The firm has been operating for 22 years. Managing $10.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$10.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LANNY CARROLL BARBEE
President, Team Leader
- CRD
- #1605696
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,929,804 | -- |
| Non-Discretionary | $500,710 | -- |
| Total | $10,430,514 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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