MERIDIAN FINANCIAL PARTNERS LLC of WARRENTON, VA is an SEC-registered investment adviser (CRD 281969). Regulatory assets under management: $627.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Sarah Jean Yakel | MANAGING PARTNER, CO-FOUNDER, CCO; TRUSTEE | — |
| Nathaniel Scott Gilbert | MANAGING PARTNER, CO-FOUNDER | — |
| Sarah Glover Irving | MEMBER | — |
| Jonathan David Yakel | TRUSTEE | — |
| YAKEL SARAH JEAN | MANAGING MEMBER, CO-FOUNDER, CCO; MANAGING PARTNER, CO-FOUNDER, CCO; TRUSTEE | — |
| GILBERT NATHANIEL SCOTT | MANAGING MEMBER, CO-FOUNDER; MANAGING PARTNER, CO-FOUNDER | — |
| Irving Sarah Glover | MEMBER | — |
| YAKEL JONATHAN DAVID | TRUSTEE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WASHINGTON | VA | 1 | (540) 878-5479 |
| WASHINGTON | VA | 1 | (540) 878-5479 |