184 North Ave. East
Cranford, New Jersey 07016
Tel: 908-654-0033
MERRION INVESTMENT MANAGEMENT CO, LLC, formally registered with the SEC as MERRION INVESTMENT MANAGEMENT CO, LLC. The firm was established in 01/27/2006. They have over 2 offices throughout the country.
MERRION INVESTMENT MANAGEMENT CO, LLC is a Cranford, New Jersey based Financial Planning firm with nearly $212,724,134 assets under management, offering retirement planning & investment advisory services to 86 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139143 |
| SEC# | 801-65917 |
| Assets Managed by Firm | $212,724,134 |
| No. of Clients | 86 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 86 | $212,724,134 |
| Individuals (other than high net worth individuals) | 14 | $4,735,072 |
| High net worth individuals | 25 | $119,953,437 |
| Charitable organizations | 3 | $87,610,287 |
| Corporations or other businesses | 2 | $425,338 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 | |
| $315,351,503,018 | 167 | 558 |
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