CRD: 175393
Meridian Financial Services, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-27-2015
- Office Locations
- 1
Office Locations
About Meridian Financial Services, Inc.
Meridian Financial Services (Lakewood Ranch, FL) provides holistic financial planning for individuals, couples, and families alongside all-in-one accounting for seed and early-stage startups. Led by husband-and-wife team Marc Hirtle, CFP and Mary Hirtle, CPA, MBA, the firm supports busy professionals and entrepreneurs, including white-glove planning for high-net-worth clients. Portfolios lean heavily on ETFs and public funds, with custody via Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARY Gloria HIRTLE
CFP, President
- CRD
- #6460900
- Ownership
- 50% but less than 75%
MARC MELVIN HIRTLE
CFP, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2795999
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,719,125 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,719,125 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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