1601 K Street, Nw
Suite 400
Washington, District of Columbia 20006
Tel: 202-742-9920
CAPITOL MERIDIAN PARTNERS LP, formally registered with the SEC as CAPITOL MERIDIAN PARTNERS LP. The firm was established in 05/23/2022. They have over 1 offices throughout the country.
CAPITOL MERIDIAN PARTNERS LP is a Washington, District of Columbia based Financial Planning firm with nearly $993,243,764 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 11 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319080 |
| SEC# | 801-125729 |
| Assets Managed by Firm | $993,243,764 |
| No. of Clients | 13 |
| No. of Advisors | 11 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $993,243,764 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $273,608,034,966 | 639 | 1010 | |
| $49,409,331,766 | 43 | 87 | |
| $38,423,403,142 | 1279 | 210 | |
| $20,803,317,372 | 74 | 132 | |
| $17,740,436,382 | 61 | 71 |
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