MERIDIAN FINANCIAL SERVICES, INC.

MERIDIAN FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 175393). Regulatory assets under management: $72.7M.

Registration

• CRD: 175393
• Type: Registered investment adviser
• Phone: 774-404-7931
• Latest filing: 2026-02-11
• Regulatory AUM: $72.7M
• Discretionary AUM: $72.7M
• Clients: 5
• Accounts: 105

Business model

Compensation: % of AUM, Hourly.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175393 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search