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Building 2MERIDIAN FINANCIAL PARTNERS LLC

Map pinWARRENTON, VA
Phone(540)-878-5416
NotebookSEC #801-107287
Total AUM
$627.6M
Employees
7
Clients
583

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39 SOUTH 4TH STREET
WARRENTON
VA 20186
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(540)-878-5416
Other Offices
1

ReceiptFinancials

Total AUM
$627.6M
Accounts
1,522
Discretionary
$625.3M
Accounts
1,515
Non-Discretionary
$2.3M
Accounts
7

ContactClients

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Individual Clients
238
AUM
$44.8M
HNW Individual Clients
320
AUM
$553.2M
Pension/Profit Sharing Plan Clients
1
AUM
$75.9K
Charitable Organization Clients
9
AUM
$23.2M
Corporation or Business Clients
15
AUM
$6.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMAMDNCNHNYTXVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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