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Building 2MERITAGE FINANCIAL SOLUTIONS

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Phone434-906-9300
NotebookSEC #801-79201
Total AUM
$4.3M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM -4:30PM
Monday - Friday
Phone
434-906-9300

ReceiptFinancials

Total AUM
$4.3M
Accounts
2
Discretionary
$4.3M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Corporation or Business Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAIDINMDMTNJNVNYORPAUTVAWA

HandshakeAffiliates

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

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