MERIDIAN FINANCIAL GROUP, INC.

MERIDIAN FINANCIAL GROUP, INC. of MILWAUKIE, OR is an SEC-registered investment adviser (CRD 155067). Regulatory assets under management: $63.3M.

Registration

• CRD: 155067
• Type: Registered investment adviser
• Location: 4120 SE INTERNATIONAL WAY, MILWAUKIE, OR, 97222
• Phone: 503-235-8174
• Latest filing: 2026-03-18
• Regulatory AUM: $63.3M
• Discretionary AUM: $62.1M
• Non-discretionary AUM: $1.2M
• Clients: 2
• Accounts: 181

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155067 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search