MERIDIAN FINANCIAL, LLC
CRD #119679 SEC #801-117452 HOLLISTON, MA (508) 429-2600
SEC Registered
Total AUM
$257.9M
Discretionary
$257.9M
Employees
5
Clients
51
Accounts
745
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $257.9M | $257.9M | $0 | 5 | 0 |
| Oct 2025 | $257.9M | $257.9M | $0 | 5 | 0 |
| Feb 2025 | $257.9M | $257.9M | $0 | 4 | 0 |
| Jun 2024 | $230.7M | $230.7M | $0 | 4 | 0 |
| Mar 2024 | $230.7M | $230.7M | $0 | 4 | 0 |
| Mar 2023 | $193.1M | $193.1M | $0 | 4 | 0 |
| Apr 2022 | $186.2M | $186.2M | $0 | 3 | 0 |
| Mar 2021 | $157M | $157M | $0 | 3 | 0 |
| Jun 2020 | $133.1M | $133.1M | $0 | 3 | 0 |
| Jun 2020 | $133.1M | $133.1M | $0 | 3 | 0 |
| Mar 2020 | $133.1M | $133.1M | $0 | 3 | 0 |
| Mar 2020 | $113.1M | $113.1M | $0 | 3 | 0 |
| Sep 2019 | $113.1M | $113.1M | $0 | 3 | 0 |
DateOct 2025
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2025
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$257.9M
Discretionary$257.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$230.7M
Discretionary$230.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$230.7M
Discretionary$230.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees3
Clients0