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Building 2MERLIN ASSET MANAGEMENT

Map pinNEWPORT, RI
Phone617 366-2650
NotebookSEC #801-108253
Total AUM
$36.3M
Employees
1
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
449 THAMES STREET
SUITE 301 A
NEWPORT
RI 02840
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
617 366-2650
Other Offices
1

ReceiptFinancials

Total AUM
$36.3M
Accounts
50
Discretionary
$36.3M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$655.4K
HNW Individual Clients
21
AUM
$35.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYRITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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