Meridian Passage, LLC is a registered investment advisor with the State of Arizona, serving clients in Arizona and in other states in accordance with applicable regulations. The documents and disclosures below describe our services, fees, conflicts of interest, and regulatory standing.
Form ADV
Form ADV is the standard disclosure document filed by all investment advisors. Parts 2A (Firm Brochure) and 2B (Brochure Supplement) are the client-facing narrative disclosures, available for download below.
The current version of Meridian Passage’s complete ADV is available at the SEC’s Investment Adviser Public Disclosure database (see below).
SEC Investment Adviser Public Disclosure
IAPD is the SEC’s official source for information about registered investment advisors, including registration status, current ADV filings, and any disciplinary history. Meridian Passage has no disciplinary events to report.
CRD Number: 334704
Privacy Policy
Our Privacy Policy describes the personal information we may collect from clients, how we protect it, and the limited circumstances under which it may be shared with third parties.
General Disclaimers
- Past performance is not indicative of future results. Investing in securities involves a risk of loss that you, as a client or prospective client, should be prepared to bear.
- The information on this website is provided for general informational purposes only and does not constitute investment, legal, or tax advice. No content on this site should be interpreted as a recommendation or solicitation to buy or sell any security.
- Meridian Passage, LLC is a registered investment advisor with the State of Arizona and may provide services to clients in other states in accordance with applicable regulations. Registration does not imply any level of skill or training.
- Information presented on this website is believed to be accurate as of the date posted but may become outdated. Meridian Passage assumes no obligation to update any forward-looking statements.