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MERIDIAN FINANCIAL GROUP

MERIDIAN FINANCIAL GROUP, INC.

CRD 116436

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$44.2M

Discretionary AUM

$44.2M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Commissions

Org form

Corporation

Filing date

2025-08-27

Disciplinary history

No

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Services

Portfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals65$44.2M

All web addresses on file

Official SEC filing: View on IAPD