MERIT FINANCIAL PARTNERS LLC
Firm details
- Headquarters
- MASPETH, New York
- CRD number
- 141359
- Registered since
- September 29, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI84.11%
- Individuals15.54%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Merit Financial Partners LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2017. The firm is individually owned and serves both individual and family clients as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it also engages in other financial product sales. Fee arrangements include asset-based fees, hourly and fixed fees, and other fee types. Merit does not identify as an ESG-active investor and is not listed as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities8%
- US Government Bonds4%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1JOSEPH MANNO
Managing Member And Chief Compliance OfficerCRD 5708062
Contacts
3 of 4ELIZABETH COX
Founding PartnerCRD 2235759
RICHARD TERRY
Co-Founder and PartnerCRD 4406407
HREFNA MARTIN
CPA and Registered Investment AdvisorCRD 5923804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MASPETH, NY
QUEENS
Location
MASPETH, NY
Headquartered in MASPETH, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- QUEENS
- Address
- 6964 Grand Ave
- Time zone
- ET (UTC-5)
- Office locations
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