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
This is a profile preview from the AdvizorPro Platform.
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
7.6 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
16yrs Firm Age
Insights
Unlock to compare peer behavior around summit timber.
Full visibility includes strategy notes for unison north.
Unlock to see real insight on matrix ridge.
Unlock to see real insight on vector beacon capital.
Unlock to compare peer behavior around radial element.
Request access to benchmark trends tied to signal.
Open the full profile to inspect shifts in radial optima.
Full visibility includes strategy notes for focus oak meridian.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |