Meridian Investment Counsel is an investment advisor in Lafayette with $486.33 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201058722
SEC advisor number
801-63191
FINRA CRD number
131655
AUM ?
$486.33 mm
(as of 10 Nov 22)
Accounts
530
(as of 10 Nov 22)
Employees
7
(5 investment advisory or research)
Address
Meridian Investment Counsel
1040 DAVIS STREET
SUITE 201
SAN LEANDRO
CA 94577
1040 DAVIS STREET
SUITE 201
SAN LEANDRO
CA 94577
Office hours
Monday - Friday, 9:00AM TO 5:00PM
Phone
510-493-7640
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Woodall, Michael, Lawrence | CFO & Secretary | 09/2004 | < 5% |
Woodall, Nancy | President & Chief Compliance Officer | 09/2004 | < 5% |
Woodall Family 2010 Trust U/a DTD 5/5/10 Fbo Nancy Woodall & Michael L. Woodall | Shareholder | 12/2010 | > 75% |
Woodall, Michael, Lawrence | Trustee | 12/2010 | |
Woodall, Nancy | Trustee | 12/2010 | |
Woodall Family 2010 Trust U/a DTD 5/5/10 Fbo Nancy Woodall & Michael L. Woodall | Shareholder | 12/2010 | > 75% |
Woodall, Michael, Lawrence | Trustee | 12/2010 | 50-75% |
Woodall, Nancy | Trustee | 12/2010 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21