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Meridian Investment Management, Inc.

Headquartered in KATY, TX

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Firm Information

Meridian Investment Management, Inc. is an investment advisor that provides portfolio management for individuals. The firm manages approximately $7.6 million in assets for 17 clients, including 6 high-net-worth individuals and 1 individual other than high-net-worth.

Meridian Investment Management, Inc.

$7.60M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MERIDIAN INVESTMENT MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

KATY, TX

Advisors at Meridian Investment Management, Inc.

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Lanny Carroll Barbee

CFA®, RA

KATY, TX

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Disclosures

There are no public disclosures for Meridian Investment Management, Inc..

Frequently Asked Questions (6)

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