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Building 2MERRITT & COMPANY, INC.

Map pinSARASOTA, FL
Phone941-316-6821
NotebookSEC #801-61396
Total AUM
$32.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1924 SOUTH OSPREY AVENUE
SUITE 200
SARASOTA
FL 34239
USA
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
941-316-6821

ReceiptFinancials

Total AUM
$32.5M
Accounts
22
Discretionary
$14.5M
Accounts
21
Non-Discretionary
$18M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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