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Meridian Financial, LLC

● SEC registered since 2019CRD 119679SEC# 801-117452Holliston, MA
Export (members)
Reg. AUM
$257.9M
Employees
4
Accounts
745
Location
Holliston, MA

Meridian Financial, LLC assets under management

Meridian Financial, LLC is a registered investment adviser overseen by the SEC based in Holliston, MA. The firm has been registered since 2019. It reports $257.9 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/georgia-bruggeman-cfp-43b6421View on SEC.gov ↗

Meridian Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Georgia Guyott Bruggeman ControlChief Compliance Officer & Managing MemberOver 75%1990

Frequently asked questions

How much does Meridian Financial, LLC manage?

Meridian Financial, LLC reports $257.9 million in regulatory assets under management on its Form ADV.

How many employees does Meridian Financial, LLC have?

Meridian Financial, LLC reports 4 employees.

Where is Meridian Financial, LLC located?

Meridian Financial, LLC is based in Holliston, MA and has been SEC-registered since 2019.

Does Meridian Financial, LLC disclose fund performance?

Meridian Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13 Water Street, Suite 302, Holliston, MA 01746
Phone(508) 429-2600
Fax(508) 429-2600
Office hours10:00 a.m. - 4:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK2032629
Discloses disciplinary historyNo

Assets under management

Discretionary$257.9M
Non-discretionary$0
Total (RAUM)$257.9M