Overview
Assets Under Management: $213 million
Headquarters: CRANFORD, NJ
High-Net-Worth Clients: 25
Average Client Assets: $5 million
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