Meridian Financial, LLC
● SEC registered since 2019CRD 119679SEC# 801-117452Holliston, MA
Reg. AUM
$283.9M
Employees
5
Accounts
659
Location
Holliston, MA
Meridian Financial, LLC assets under management
Meridian Financial, LLC is a registered investment adviser overseen by the SEC based in Holliston, MA. The firm has been registered since 2019. It reports $283.9 million in regulatory assets under management and employs 5 people.
Meridian Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Margaret Griffith | Chief Compliance Officer | Under 5% | 2025 |
| Georgia Guyott Bruggeman Control | Chief Executive Officer And Managing Member | Over 75% | 1990 |
Frequently asked questions
How much does Meridian Financial, LLC manage?
Meridian Financial, LLC reports $283.9 million in regulatory assets under management on its Form ADV.
How many employees does Meridian Financial, LLC have?
Meridian Financial, LLC reports 5 employees.
Where is Meridian Financial, LLC located?
Meridian Financial, LLC is based in Holliston, MA and has been SEC-registered since 2019.
Does Meridian Financial, LLC disclose fund performance?
Meridian Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13 Water Street, Suite 302, Holliston, MA 01746 |
| Phone | (508) 429-2600 |
| Fax | (508) 429-2600 |
| Office hours | 10:00 a.m. - 4:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2032629 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$283.9M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$283.9Mregulatory AUM
Discretionary $283.9M