MERIDIAN FINANCIAL, LLC

13 Water Street
Suite 302
Holliston, Massachusetts 01746
Tel: (508) 429-2600

About MERIDIAN FINANCIAL, LLC

MERIDIAN FINANCIAL, LLC, formally registered with the SEC as MERIDIAN FINANCIAL, LLC. The firm was established in 10/07/2019. They have over 4 offices throughout the country.

MERIDIAN FINANCIAL, LLC is a Holliston, Massachusetts based Financial Planning firm with nearly $257,881,702 assets under management, offering retirement planning & investment advisory services to 745 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119679
SEC#	801-117452
Assets Managed by Firm	$257,881,702
No. of Clients	745
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	745	$257,881,702
Individuals (other than high net worth individuals)	81	$162,662,000
High net worth individuals	90	$95,219,702

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