MERION REALTY ADVISERS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$99.3M
Discretionary
$99.3M
100% of AUM
Avg account
$33.1M
Accounts
3
Employees
9
Advisory reps
7

Firm details

Headquarters
WYNNEWOOD, Pennsylvania
CRD number
158507
Registered since
October 7, 2011
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Merion Realty Advisers, LLC is a registered investment adviser organized as a limited liability company and registered with the SEC since 2011. The firm is owned by an individual and positions itself as a manager of pooled real‑estate investment vehicles on behalf of institutional clients. Its primary advisory activity is portfolio management for pooled vehicles, and it also performs sponsor and general partner roles and is affiliated with real‑estate brokerage activities. Fee arrangements include a percentage of assets under management plus other fee components. Merion does not identify as an active ESG investor and is not presented as a multistate or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • DAVID RODGERS

    Senior Vice PresidentCRD 5968606

  • JOSEPH MARTELL

    Vice PresidentCRD 4110909

  • JEFFREY SHUMAKER

    Senior Vice PresidentCRD 5968605

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WYNNEWOOD, PA

MONTGOMERY

Location

WYNNEWOOD, PA

Headquartered in WYNNEWOOD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
308 E Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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