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Charles Douglas Kochka

MERIDIAN WEALTH PARTNERS, LLC·EXTON, Pennsylvania
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367 EAGLEVIEW BOULEVARD, EXTON, PA 19341CRD# 6760392Firm CRD# 287768
01

About

Charles Douglas Kochka is a registered financial advisor based in EXTON, Pennsylvania, affiliated with MERIDIAN WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MERIDIAN WEALTH PARTNERS, LLC
MERIDIAN WEALTH PARTNERS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at MERIDIAN WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6760392
Firm CRD# 287768
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Douglas Kochka offer?
Charles Douglas Kochka specializes in Financial Planning, Investment Management. Contact their office in EXTON, Pennsylvania for a consultation.
What are Charles Douglas Kochka's credentials?
Charles Douglas Kochka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Douglas Kochka located?
Charles Douglas Kochka is based in EXTON, Pennsylvania, working with MERIDIAN WEALTH PARTNERS, LLC. Their office serves clients in the EXTON metropolitan area and surrounding communities.
How does Charles Douglas Kochka charge for services?
Charles Douglas Kochka's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN WEALTH PARTNERS, LLC?
MERIDIAN WEALTH PARTNERS, LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EXTON
Mark Edward Prowell — PROWELL FINANCIAL MANAGEMENT, LLCChristopher James Annas — MERIDIAN WEALTH PARTNERS, LLCBrian Timothy Kohute — MERIDIAN WEALTH PARTNERS, LLCJay L Heller — MERIDIAN WEALTH PARTNERS, LLCDenean Reuben Williams — 4ALPHAS CAPITAL LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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