Tech stack
No one at Meridian Investment Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $449M held · filed Oct 2024
Fidelity
Per Form ADV · $125M held · filed Oct 2024
Northern Trust
Per Form ADV · $82M held · filed Oct 2024