MEREDITH, KAREN ANN
Legal name: KAREN A. MEREDITH, CPA D/B/A MEREDITH & ASSOCIATES
CRD #138543 SEC #801-66265 IRVING, TX 214-492-1986
SEC Registered
Total AUM
$30M
Discretionary
$0
Employees
--
Clients
25
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $35M | $35M | $0 | -- | -- |
| Nov 2006 | $40M | $40M | $0 | -- | -- |
| Feb 2006 | $30M | $0 | $30M | -- | -- |
| Feb 2006 | $30M | $0 | $30M | -- | -- |
DateJan 2008
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees--
Clients--
DateFeb 2006
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees--
Clients--