MERIDIAN WEALTH MANAGEMENT, LLC - Financial Advisor in Kentucky, Lexington

Tel: 859-543-4516 100 W Main Street Suite 450 Lexington, Kentucky 40507

About MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC is a Lexington, Kentucky based financial advisory firm with nearly $2,905,556,042 in assets under management and provides investment advisory services for 8456 clients. There are currently 37 financial advisors at the firm.

General Information

Firm CRD#:

151523

Firm SEC#:

801-70676

Assets Under Management:

$2,905,556,042

No. of Clients:

8456

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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