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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 |
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