Meridian Investments, Inc.
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 13225
- Registered since
- March 23, 1983
- Website
- www.meridiancompaniesllc.com
Firm profile
FINTRXOverview
Meridian Investments, Inc. is organized as a corporation and has been registered with the SEC since 1983. Ownership is listed as individual and the firm is classified as unclassified in the snapshot available. The firm is not identified as a capital allocator and does not report being an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. Public disclosures for Meridian are sparse: the firm did not provide details on its client mix, fee structures, advisory activities, or broader business lines in the data provided.
Assets & Accounts
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
Contacts
3 of 13
Aidan McDonough
Vice PresidentCRD 7284339
John Boc
Co-Founder & ChairmanCRD 707131
John Casey
Co-FounderCRD 731545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, 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
- Fairfax
- Address
- 8065 Leesburg Pike
- Time zone
- ET (UTC-5)
- Office locations
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