MERIDA CAPITAL HOLDINGS LLC

670 Milton Road
Rye, New York 10580
Tel: 212-210-1890

About MERIDA CAPITAL HOLDINGS LLC

MERIDA CAPITAL HOLDINGS LLC, formally registered with the SEC as MERIDA CAPITAL HOLDINGS LLC. The firm was established in 07/16/2021. They have over 1 offices throughout the country.

MERIDA CAPITAL HOLDINGS LLC is a Rye, New York based Financial Planning firm with nearly $256,725,967 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287784
SEC#	801-121790
Assets Managed by Firm	$256,725,967
No. of Clients	11
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based
Other (TRANSACTIONAL FEE INCOME AND ADVISORY FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$256,725,967

More Retirement Planning firms in Rye, 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

Explore More Retirement Advisors in Rye, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.