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MERIDIAN FINANCIAL GROUP, INC.
CRD 155067
4120 SE INTERNATIONAL WAY, SUITE A209, MILWAUKIE, OR, 97222, United States
Phone
503-235-8174
Fax
503-980-7875
Registration
— (—)
Source
State registered
Total AUM
$63.3M
Discretionary AUM
$62.1M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $19.8M |
| High net worth individuals | 37 | $32.8M |
All web addresses on file
Official SEC filing: View on IAPD