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MERIT ENERGY COMPANY

13727 Noel Road
Ste 1200
Dallas, Texas 75240
Tel: 972-701-8377

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About MERIT ENERGY COMPANY

MERIT ENERGY COMPANY, formally registered with the SEC as MERIT ENERGY COMPANY. The firm was established in 06/01/2000. They have over 1 offices throughout the country.

MERIT ENERGY COMPANY is a Dallas, Texas based Financial Planning firm with nearly $4,595,722,000 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 831 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109310
SEC#801-57598
Assets Managed by Firm$4,595,722,000
No. of Clients15
No. of Advisors831

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total15$4,595,722,000

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