CRD: 141359
Merit Financial Partners LLC
$308.2M Total AUM
$308.2M Disc. AUM
15.4% 3Y CAGR
5 Employees
202 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2010
- Office Locations
- 4
Office Locations
191 Post Road West Westport CT
500 Post Road East, Suite 228 Westport CT
69-64 Grand Avenue Maspeth NY
About Merit Financial Partners LLC
Merit Financial Partners LLC is a Maspeth-based RIA with 4 offices. The firm has been operating for 16 years. Managing $308.2M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$61.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.5 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
16yrs Firm Age
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Asset Classes
Fusion Catalyst
Investment Themes
Quantum peak
Investment Vehicles
Vertex vertex
Services
Vector Signal Pathway Meridian Catalyst horizon Pathway Meridian bridge
Owner & Executives
E
ELIZABETH MCKEE COX
Controller, Managing Member, PRINCIPAL
- CRD
- #2235759
- Ownership
- 50% but less than 75%
(938) 475-9890
meridian.capital@elementcapital.com
in linkedin.com/in/ember-vertex
RICHARD MICHAEL TERRY
co-founder, Partner
- CRD
- #4406407
- Ownership
- 50% but less than 75%
(871) 780-7563
horizon.prime@elementcapital.com
in linkedin.com/in/eagle-capital
Showing 2 of 2 owners & executives
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E
Edward Esposito
Investment Advisor
- CRD
- #7448071
(694) 942-4243
ridge.beacon@timbercapital.com
in linkedin.com/in/capital-delta
JOSEPH ANTHONY MANNO
Investment Advisor
- CRD
- #5708062
(924) 254-4431
beacon.ember@beaconcapital.com
in linkedin.com/in/ridge-catalyst
F
Focus matrix
Timber radial
- CRD
- #34145
(393) 510-9283
horizon.catalyst@beaconcapital.com
in linkedin.com/in/momentum-vertex
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $308,243,623 | $546,531 |
| Non-Discretionary | $0 | -- |
| Total | $308,243,623 | $546,531 |
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Separately Managed Accounts
Total SMA Asset: $308,243,623
Public Funds:
13.9% Equity - Exchange:
18.8% U.S. Government/Agency:
16.4% Cash:
20.6% Corporate - Investment Grade:
8.3% Municipal Bonds:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $687,582,801 | 13.9% |
| Equity - Exchange | $929,968,105 | 18.8% |
| U.S. Government/Agency | $811,248,772 | 16.4% |
| Cash | $1,019,007,604 | 20.6% |
| Corporate - Investment Grade | $410,571,025 | 8.3% |
| Municipal Bonds | $1,088,260,547 | 22.0% |
| Total | $4,946,638,854 | 100.0% |