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).
Total Assets Under Management2MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$391,667
- 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
Clayton Hoffman (CRD# 1404606) is an Investment Advisor Representative working at Meridian Investing in Highland, UT and has over 30 years of experience in the finance industry.