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- Custodian
- ETC Brokerage
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-29-2002
- Office Locations
- 1
Office Locations
About THE Meridian Business Group, LTD
The Meridian Business Group, Ltd is an Illinois-based registered investment adviser providing comprehensive financial planning, investment strategy and portfolio construction, insurance reviews, and retirement planning for individuals and business owners. Portfolios emphasize asset allocation using public funds such as mutual funds, index funds and ETFs. The firm uses eMoney and Orion technology to support planning and ongoing management.
Team overview
Insights
Custodian
Investment Themes
Platform
Services
Technology
Owner & Executives
MICHAEL C. TREKAS
Financial Advisor, Owner, President
- CRD
- #4225955
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,916,033 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,916,033 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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