# Meridian Financial Services, Inc.

Meridian Financial Services, Inc. is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/meridian-financial-services-inc

## Regulatory record

- **CRD number:** 175393
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175393

## About

Meridian Financial Services, Inc. is a state-registered investment adviser with $73 million in regulatory assets under management. The firm has 5 employees and 1 investment adviser. It operates with a small team.

## Questions

### Does Meridian participate in fund commitments or only direct deals?

The firm's investment vehicle preferences are unknown. Most RIAs in its category use a mix of mutual funds, ETFs, and occasionally direct private placements. No specific pattern is confirmed for this firm.

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Last updated: 2026-07-06T01:24:21.273Z

Canonical page: https://altss.com/profile/meridian-financial-services-inc

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