Overview
Assets Under Management: $257 million
Headquarters: MASPETH, NY
High-Net-Worth Clients: 116
Average Client Assets: $2 million
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