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MERIDIAN FINANCIAL, LLC
MERIDIAN FINANCIAL, LLC
HOLLISTON, Massachusetts
·
1 registered advisor
·
CRD# 119679
SEC# 801-117452
3
(508) 429-2600
01
Firm Overview
AUM
$231M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MERIDIAN FINANCIAL, LLC
1 registered advisor
Georgia Guyott Bruggeman
HOLLISTON, Massachusetts
CRD# 1433089
05
Office Locations
HOLLISTON, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. MERIDIAN FINANCIAL, LLC (CRD# 119679) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.