Meridian Financial Partners LLC
Firm details
- Headquarters
- Warrenton, Virginia
- CRD number
- 281969
- Registered since
- March 4, 2016
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.15%
- Individuals7.14%
- Charitable Organizations3.7%
- Corporations / Businesses1%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meridian Financial Partners LLC is an independent registered investment adviser organized as an LLC and operating since 2016. The firm serves a mix of individual, family and institutional clients and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its billing models include asset-based fees as well as hourly and fixed-fee engagements. Meridian does not identify as an active ESG investor, is not positioned as a capital allocator, and does not operate as a multi-state or pension consultant adviser.
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 Funds54%
- Exchange Traded Equities39%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Private Funds1%
Contacts
3 of 5
Daniel Fortunato
Support AdvisorCRD 8035201
Sarah Yakel
PartnerCRD 4637854
Kira Topeka
Financial AdvisorCRD 8120692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$177M in ETFs
72%
$128M
21%
$49.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $30.5M | 44,262 | 17.27% |
Location
Warrenton, VA
Fauquier
Location
Warrenton, VA
Headquartered in Warrenton, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fauquier
- Address
- 39 S 4th St
- Time zone
- ET (UTC-5)
- Office locations
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