MERIT FINANCIAL PARTNERS LLC

69-64 Grand Avenue
Maspeth, New York 11378
Tel: 718-898-0871

About MERIT FINANCIAL PARTNERS LLC

MERIT FINANCIAL PARTNERS LLC, formally registered with the SEC as MERIT FINANCIAL PARTNERS LLC. The firm was established in 09/29/2017. They have over 2 offices throughout the country.

MERIT FINANCIAL PARTNERS LLC is a Maspeth, New York based Financial Planning firm with nearly $257,078,893 assets under management, offering retirement planning & investment advisory services to 562 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141359
SEC#	801-111783
Assets Managed by Firm	$257,078,893
No. of Clients	562
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (NEGOTIATED FEE FOR ASSET MANAGEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	562	$257,078,893
Individuals (other than high net worth individuals)	113	$34,230,324
High net worth individuals	97	$217,148,690
Pension and profit sharing plans	Fewer than 5 clients	$1,623,695
Charitable organizations	Fewer than 5 clients	$4,076,184

More Retirement Planning firms in Maspeth, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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