MERIDIAN ASSET MANAGEMENT LLC
Legal name: MERIDIAN ASSET MANAGEMENT
CRD #132125 SEC #801-63422 COTTONWOOD HEIGHTS, UT 801-859-7677
SEC Registered Disclosures
Total AUM
$8.5M
Discretionary
$8.5M
Employees
2
Clients
0
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2014 | $8.5M | $8.5M | $0 | 2 | 26 |
| Apr 2014 | $21M | $21M | $0 | 2 | 500 |
| Mar 2014 | $21M | $21M | $0 | 2 | 500 |
| Mar 2014 | $103.1M | $103.1M | $0 | 2 | 500 |
| Apr 2013 | $103.1M | $103.1M | $0 | 2 | 500 |
| Dec 2012 | $103M | $103M | $0 | 2 | 500 |
| Jun 2012 | $73.2M | $73.2M | $0 | 1 | 500 |
| Apr 2012 | $73.2M | $73.2M | $0 | 1 | 500 |
| Mar 2011 | $76.2M | $76.2M | $0 | 5 | -- |
| Jan 2011 | $76.2M | $76.2M | $0 | 5 | -- |
| Jan 2008 | $87.8M | $87.8M | $0 | 5 | -- |
| Nov 2007 | $83.2M | $83.2M | $0 | 5 | -- |
| Jun 2007 | $83.2M | $83.2M | $0 | 5 | -- |
| May 2007 | $83.2M | $83.2M | $0 | 5 | -- |
| Feb 2007 | $83.2M | $83.2M | $0 | 5 | -- |
| Nov 2006 | $65M | $65M | $0 | 5 | -- |
| Jan 2006 | $65M | $65M | $0 | 5 | -- |
| Sep 2004 | $46.5M | $46.5M | $0 | 5 | -- |
| Aug 2004 | $46.5M | $46.5M | $0 | 5 | -- |
DateJul 2014
Total AUM$8.5M
Discretionary$8.5M
Non-Disc.$0
Employees2
Clients26
DateApr 2014
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees2
Clients500
DateMar 2014
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees2
Clients500
DateMar 2014
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees2
Clients500
DateApr 2013
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees2
Clients500
DateDec 2012
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees2
Clients500
DateJun 2012
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees1
Clients500
DateApr 2012
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees1
Clients500
DateMar 2011
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2007
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees5
Clients--