Overview
Assets Under Management: $213 million
Headquarters: CRANFORD, NJ
High-Net-Worth Clients: 25
Average Client Assets: $5 million
Frequently Asked Questions
MERRION INVESTMENT MANAGEMENT CO, 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 #139143), MERRION INVESTMENT MANAGEMENT CO, LLC is subject to fiduciary duty under federal law.
MERRION INVESTMENT MANAGEMENT CO, LLC is headquartered in CRANFORD, NJ.
MERRION INVESTMENT MANAGEMENT CO, LLC serves 25 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, MERRION INVESTMENT MANAGEMENT CO, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MERRION INVESTMENT MANAGEMENT CO, LLC manages $213 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, MERRION INVESTMENT MANAGEMENT CO, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.39
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 86
Discretionary Accounts: 86
Regulatory Filings
CRD Number: 139143
Last Filing Date: 2025-02-25 00:00:00
Website: https://merriongroup.net