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Financial Advisor
Pennsylvania
Exton
MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC

Tel: 610-272-4700 367 Eagleview Boulevard Ste 202 Exton, Pennsylvania 19341

About MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC is a Exton, Pennsylvania based financial advisory firm with nearly $1,118,721,297 in assets under management and provides investment advisory services for 2155 clients. There are currently 11 financial advisors at the firm.

General Information
Firm CRD#:

287768

Firm SEC#:

801-110067

Assets Under Management:

$1,118,721,297

No. of Clients:

2155

No. of Advisors:

11

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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