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Building 2MERIDIAN FINANCIAL, LLC

Map pinHOLLISTON, MA
Phone(508) 429-2600
NotebookSEC #801-117452
Total AUM
$283.9M
Employees
5
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 WATER STREET
SUITE 302
HOLLISTON
MA 01746
United States
Operating Hours
10:00 AM - 4:00 PM
Monday - Friday
Phone
(508) 429-2600
Other Offices
3

ReceiptFinancials

Total AUM
$283.9M
Accounts
659
Discretionary
$283.9M
Accounts
659
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$44.2M
HNW Individual Clients
88
AUM
$239.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTFLMANHTX

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

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