$44.2M Total AUM
$44.2M Disc. AUM
-- 3Y CAGR
2 Employees
65 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1991
- Office Locations
- 1
Office Locations
-- Arnold MD
About Meridian Financial Group
Meridian Financial Group is a Arnold-based RIA. The firm has been operating for 35 years. Managing $44.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$44.2M AVG AUM / ADVISOR
$680.4K AVG AUM / CLIENT
31.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KIMBERLY TRETTIN PENOYAR
President, Vice President
- CRD
- #1109541
- Ownership
- 50% but less than 75%
Available
Available
Available
P
PETER JOHN PENOYAR
President
- CRD
- #3064130
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,223,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,223,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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