Meridan Capital, LLC
About this Advisor
Scott Poepping is an advisor who works in Seattle, Washington. Currently a registered investment advisor with Meridan Capital, LLC, they have accumulated an impressive 21 years of professional experience. Poepping holds a Series 65 license, certifying them as an investment advisor representative. Poepping is registered to serve investors in Washington. During their career, the advisor has held roles at Meridan Capital, LLC and Meridan Capital. Meridan Capital, LLC is headquartered in Seattle, Washington. As a company, Meridan Capital, LLC oversees $18 million in assets dispersed across 36 client accounts and employs one person on staff. The amount of assets the firm manages makes it one of the smaller financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 83% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Meridan Capital, LLC can provide portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and other services. The firm may charge clients asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Meridan Capital, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Scott Poepping Work History
Scott has 21 years of experience.
Meridan Capital, LLC
Scott Poepping has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Meridan Capital, LLC