Meridian Passage

Overview

Meridian Passage is an individual-owned LLC that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients by a percentage of assets under management and also offers fixed-fee arrangements. Meridian Passage reports an equity-oriented investment preference and identifies as an adviser that does not position itself as an active ESG investor. It is not registered as a multi-state adviser and is not classified under a broader advisory network; the firm’s SEC registration year is not listed.

Assets & Accounts

Public Holdings

Investments & Alternatives