Meridian Investment Company (Mic) (Malvern)

Name: Meridian Investment Company (Mic)
Address: 55 Valley Stream Parkway, Malvern, PA, 19355
Telephone: 610-251-7966

Meridian Investment Company (Mic) is a large advisory firm based in Malvern. It manages $1.95 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001.

Meridian Investment Company (Mic) provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meridian Investment Company (Mic): assets under management

The assets under management (AUM) of Meridian Investment Company (Mic) is $1.95 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.95 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.63 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Meridian Investment Company (Mic) for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Meridian Investment Company (Mic)

Timothy Mark Stevenson has been acting as President since 1 Sep 1999. First Union Corporation joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
First Union Corporation	Shareholder	1 May 1998	75% - 100%	56-0898180
Meridian Asset Management	Shareholder	1 May 1998	75% - 100%	23-2326189
Timothy Mark Stevenson	President	1 Sep 1999	Other	1008878

Based in Malvern

The principal office where Meridian Investment Company (Mic) performs its advisory services is located at 55 Valley Stream Parkway, Malvern, PA 19355 The mailing address of the firm is P.O. Box 2000, Valley Forge, PA 19482. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 610-251-7966 or by fax 914-644-1123. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.evergreen-funds.com.