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Building 2MERIT NATIONAL FUND ADVISORS, LLC

Map pinSOMERSET, KY
Phone606-679-1231
NotebookSEC #801-69811
Total AUM
$36M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
357 LANGDON STREET
SOMERSET
KY 42503
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
606-679-1231

ReceiptFinancials

Total AUM
$36M
Accounts
229
Discretionary
$35.6M
Accounts
228
Non-Discretionary
$332.6K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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

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