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MERIDIAN FINANCIAL PARTNERS LLC

SEC Form ADV profile.

Total regulatory AUM
$627,591,835
Discretionary
$625,323,696
Non-discretionary
$2,268,139

Firm details

CRD number
281969
SEC file number
801-107287
Main office
WARRENTON, VA, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.