← Back to searchVisit website
MERIT FINANCIAL PARTNERS LLC
CRD 141359 · SEC 801-111783
69-64 GRAND AVENUE, MASPETH, NY, 11378, United States
Phone
718-898-0871
Fax
718-732-2402
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$308.2M
Discretionary AUM
$308.2M
Team
5 total employees; 5 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; NEGOTIATED FEE FOR ASSET MANAGEMENT
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $47.9M |
| High net worth individuals | 100 | $259.3M |
| Charitable organizations | 4 | $1.1M |
States served
NJ, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD