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Building 2MERIT INVESTMENT SOLUTIONS, INC.

Map pinCLEARWATER, FL
Phone727-216-6179
NotebookSEC #801-71239
Total AUM
$11.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1401 SOUTH FORT HARRISON
CLEARWATER
FL 33756
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
727-216-6179

ReceiptFinancials

Total AUM
$11.8M
Accounts
1
Discretionary
$11.8M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

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 1 other business.

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