The Meridian Business Group, Ltd

RIASEC Registered

Total AUM

$22.9M

Discretionary

$22.9M

100% of AUM

Avg account

$174K

Accounts

132

Employees

Advisory reps

Firm details

Headquarters: River Grove, Illinois
CRD number: 119455
Website: mybnow.com
Custodians: ETC BROKERAGE SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.1%
Individuals37.21%
Corporations / Businesses0.69%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Meridian Business Group, Ltd is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional customers, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model is flexible, including percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not market itself as an active ESG investor and is not operating as a multi-state adviser.