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MERIDIAN FINANCIAL, LLC

Tel: (508) 429-2600
13 Water Street
Suite 302
Holliston, Massachusetts  01746

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MERIDIAN FINANCIAL, LLC

MERIDIAN FINANCIAL, LLC is a Holliston, Massachusetts based financial advisory firm with nearly $257,881,702 in assets under management and provides investment advisory services for 745 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

119679

SEC#:

801-117452

No. of Clients:

745

Assets under Management

$257,881,702

No. of Advisors:

4

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