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Meridian Financial Partners LLC
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CRD # | 281969 |
SEC # | 801-107287 |
CIK # | 0001763722 |
AUM | $400.8 MM (2024-06-11) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 540-878-5416 |
Address | 39 South 4th Street Warrenton, VA 20186 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 0.0 | |
VABK | 161.7 | 0.0 | |
XOM | 385,508.3 | 0.0 | |
GOOGL | 1,475,138.5 | 0.0 | |
NVDA | 399,550.0 | 0.0 | |
V | 419,260.5 | 0.0 | |
CVX | 294,604.1 | 0.0 | |
JPM | 340,169.2 | 0.0 | |
PG | 338,108.9 | 0.0 | |
CRWD | 40,424.6 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 248 | 40.0 |
(b) Individuals (high net worth individuals) | 238 | 341.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.3 |
(h) Charitable organizations | 11 | 18.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.5 |
(n) Other | 0 | 0.0 |
Total | 1,227 | 400.8 |
By Discretionary | ||
Discretionary | 1,222 | 400.5 |
Non-Discretionary | 5 | 0.3 |
Total | 1,227 | 400.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 400.8 | |
Total | 1,227 | 400.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001763722] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Aviso Wealth Management
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|
WA | 0.4 |
Yarger Wealth Strategies LLC
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OH | 0.4 |
Auctus Advisors LLC
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NC | 0.4 |
Kolinsky Wealth Management LLC
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NJ | 0.4 |
Shorehaven Wealth Partners LLC
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NJ | 0.4 |
Symmetry Capital Advisors LLC
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|
TX | 0.4 |
Tempus Wealth Planning LLC
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|
CA | 0.4 |
Kraft Asset Management LLC
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|
TN | 0.4 |
Oakstreet Wealth Management Inc
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|
TX | 0.4 |
Klosters Capital LLC
✚
|
FL | 0.4 |