MERIDIAN FINANCIAL MANAGEMENT CORPORATION
Legal name: MERIDIAN FINANCIAL MANAGMENT
CRD #119455 SEC #801-63330 ELMWOOD PARK, IL 866-364-8746
SEC Registered
Total AUM
$19M
Discretionary
$5M
Employees
5
Clients
101
Accounts
143
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PONZIO, JOE, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PONZIO, JOE, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PONZIO, JOE, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PONZIO, JOE, JOHN | I | PRESIDENT | E | Control |
| PONZIO, JOE, JOHN | I | PRESIDENT | E | Control |
| PONZIO, JOE, JOHN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Sep 29, 2005 REGISTERED
Notice Filings (1)
IL
Address
7612 WEST NORTH AVENUEELMWOOD PARK, IL 60707
USA
Phone: 866-364-8746