Overview
Assets Under Management: $257 million
Headquarters: MASPETH, NY
High-Net-Worth Clients: 116
Average Client Assets: $2 million
Frequently Asked Questions
MERIT FINANCIAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141359), MERIT FINANCIAL PARTNERS LLC is subject to fiduciary duty under federal law.
MERIT FINANCIAL PARTNERS LLC is headquartered in MASPETH, NY.
MERIT FINANCIAL PARTNERS LLC serves 116 high-net-worth clients according to their SEC filing dated May 03, 2024. View client details ↓
According to their SEC Form ADV, MERIT FINANCIAL PARTNERS LLC offers financial planning and portfolio management for individuals. View all service details ↓
MERIT FINANCIAL PARTNERS LLC manages $257 million in client assets according to their SEC filing dated May 03, 2024.
According to their SEC Form ADV, MERIT FINANCIAL PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 562
Discretionary Accounts: 562
Regulatory Filings
CRD Number: 141359
Last Filing Date: 2024-05-03 00:00:00
Website: https://meritfp.com