Meridian Trust & Investment Company Revenue
Investment Management • 
Knoxville, Tennessee, United States • 11-20 Employees
Meridian Trust & Investment Company revenue & valuation
| Annual revenue | $24,700,000 |
| Revenue per employee | $1,369,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $78,900,000 |
| Total funding | No funding |
Key Contacts at Meridian Trust & Investment Company
Jennifer Davie Steffens
Director Of Client Services
Tom Coulter
Owner
Company overview
| Headquarters | 109 S Northshore Dr, #400, Knoxville, TN 37919, US |
| Phone number | +18653424447 |
| Website | |
| NAICS | 5231 |
| SIC | 673 |
| Keywords | Retirement Plan Administration, Portfolio Management, Financial Planning, Trust Services |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Meridian Trust & Investment Company Email Formats
Meridian Trust & Investment Company uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@trustmeridian.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@trustmeridian.com | 100% |
About Meridian Trust & Investment Company
Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients' assets and controlling risk. We provide portfolio management, financial planning, retirement plan administration, and trust services. Meridian has been assisting clients accumulate wealth since being granted trust powers in 1997, and today manages over a billion dollars' worth of assets. Our investment management services extend to personal accounts, trust accounts, retirement plan accounts, rollover IRAs, college education savings accounts, and more. In order to help our clients reach their retirement and investment goals, Meridian designs personalized, long-term investment plans. The development of each wealth management strategies includes identifying client goals and objectives through discussion; assessing risk tolerance, tax status, time horizons and any other preferences and circumstances unique to each client; and determining the appropriate amount to invest and in which asset classes. We continue to monitor the investments chosen and periodically rebalance accounts in order to proactively pursue clients' investment objectives. Meridian Trust strives to provide superior financial counseling and management to the most aggressive and the most conservative investor.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Meridian Trust & Investment Company has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Meridian Trust & Investment Company has never raised funding before.
Meridian Trust & Investment Company Tech Stack
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