Meridian Financial Group, Inc.
Meridian Financial Group, Inc. (CRD# 155067) is a financial advisory firm headquartered in Milwaukie, OR. They manage $15,426,395 in 71 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts71ACCOUNTS
Average Account Value$217,273
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Stephen Schmidt (CRD# 2338679) is an Investment Advisor Representative working at Meridian Financial Group, Inc. in Milwaukie, OR and has over 24 years of experience in the finance industry.
Jeffrey Vass (CRD# 2278783) is an Investment Advisor Representative working at Meridian Financial Group, Inc. in Milwaukie, OR and has over 25 years of experience in the finance industry.