MERIDIAN FINANCIAL PARTNERS LLC

39 South 4th Street
Warrenton, Virginia 20186
Tel: (540)-878-5416

About MERIDIAN FINANCIAL PARTNERS LLC

MERIDIAN FINANCIAL PARTNERS LLC, formally registered with the SEC as MERIDIAN FINANCIAL PARTNERS LLC. The firm was established in 03/04/2016. They have over 2 offices throughout the country.

MERIDIAN FINANCIAL PARTNERS LLC is a Warrenton, Virginia based Financial Planning firm with nearly $400,821,220 assets under management, offering retirement planning & investment advisory services to 1227 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281969
SEC#	801-107287
Assets Managed by Firm	$400,821,220
No. of Clients	1227
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1227	$400,821,220
Individuals (other than high net worth individuals)	248	$39,992,979
High net worth individuals	238	$341,930,482
Pension and profit sharing plans	Fewer than 5 clients	$287,135
Charitable organizations	11	$18,070,090
Corporations or other businesses	Fewer than 5 clients	$540,534

More Retirement Planning firms in Warrenton, Virginia:

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STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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