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Building 2MERIT FINANCIAL PARTNERS LLC

Map pinMASPETH, NY
Phone718-898-0871
NotebookSEC #801-111783
Total AUM
$308.2M
Employees
5
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
69-64 GRAND AVENUE
MASPETH
NY 11378
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY.
Phone
718-898-0871
Other Offices
1

ReceiptFinancials

Total AUM
$308.2M
Accounts
564
Discretionary
$308.2M
Accounts
564
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$47.9M
HNW Individual Clients
100
AUM
$259.3M
Charitable Organization Clients
4
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FEE FOR ASSET MANAGEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHNJNYPATX

HandshakeAffiliates

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

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