MERELS CAPITAL

Overview

Merels Capital operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm does not classify itself under a specific category and does not act as a capital allocator. Its investment activity is characterized by a preference for mutual funds and a range of alternative investments through third-party external fund managers. The firm does not actively engage in ESG investing and does not have affiliations with other advisory firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices