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MERION REALTY ADVISERS, LLC

308 E. Lancaster Avenue
Suite 300
Wynnewood, Pennsylvania 19096
Tel: 610-896-3000

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About MERION REALTY ADVISERS, LLC

MERION REALTY ADVISERS, LLC, formally registered with the SEC as MERION REALTY ADVISERS, LLC. The firm was established in 10/07/2011. They have over 1 offices throughout the country.

MERION REALTY ADVISERS, LLC is a Wynnewood, Pennsylvania based Financial Planning firm with nearly $71,760,873 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158507
SEC#801-72740
Assets Managed by Firm$71,760,873
No. of Clients4
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Other (PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$71,760,873

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