Meridian Investing
Meridian Investing (CRD# 150625) is a financial advisory firm headquartered in , . They manage $2,350,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Meridian Investing
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$391,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Meridian Investing
1
Clayton Hoffman (CRD# 1404606) is an Investment Advisor Representative working at Meridian Investing in Highland, UT and has over 37 years of experience in the finance industry.
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