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Meridian Advisory Services LLC (Troy)


Meridian Advisory Services LLC is an adviser based in Troy. It manages $37 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and Michigan.

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Meridian Advisory Services provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Meridian Advisory Services: assets under management

The assets under management (AUM) of Meridian Advisory Services LLC is $37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 538% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $569.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meridian Advisory Services LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Troy

The principal office where Meridian Advisory Services LLC performs its advisory services is located at 3155 W. Big Beaver, Troy, MI 48084 The mailing address of the firm is 3155 W. Big Beaver, Troy, MI 48084. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-792-3395 or by fax 231248-792-3396. The normal business hours are 9:00am-7:00pm on Monday - Friday. You can find more information about the New York firm at www.meridian-advisory.com.


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