MERRION INVESTMENT MANAGEMENT CO, LLC

184 North Ave. East
Cranford, New Jersey 07016
Tel: 908-654-0033

About MERRION INVESTMENT MANAGEMENT CO, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	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

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