MERIDIAN FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- HOLLISTON, Massachusetts
- CRD number
- 119679
- Registered since
- October 7, 2019
- Website
- www.meridianfinancial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.42%
- Individuals15.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meridian Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm’s client focus is individuals and families; its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. Meridian charges fees on a percentage-of-assets basis and also offers hourly and fixed-fee arrangements. It is not positioned as an ESG or pension consultant, and it does not identify as a capital allocator or multi-state adviser in the available disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities14%
- Investment Grade Corp Bonds7%
- State & Local Bonds6%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2GEORGIA BRUGGEMAN
Founder & CEOCRD 1433089
ANN GRIFFITH
Chief Compliance OfficerCRD 2936554
Contacts
1 of 1RANA CHOUBAH
Senior Financial AdvisorCRD 5256950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 135Active vs passive
$201M in ETFs
83%
$166M
9%
$35.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $10.4M | 339,426 | 5.18% |
Location
HOLLISTON, MA
MIDDLESEX
Location
HOLLISTON, MA
Headquartered in HOLLISTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 13 Water St
- Time zone
- ET (UTC-5)
- Office locations
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