CRD: 149663
Merit Investment Management
$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Merrill Lynch · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-06-2009
- Office Locations
- 1
Office Locations
2 W Market Street Suite 100 West Chester PA
About Merit Investment Management
Merit Investment Management is a fiduciary investment adviser serving both individual and institutional investors. The firm provides investment advisory, portfolio management and financial planning, with an ETF-centric approach to asset allocation and risk management. It also offers a Global Blue Chip Dividend Strategy and can custody client assets at platforms such as Vanguard.
Team overview
51 AVG AGE
$22.4M AVG AUM / ADVISOR
$746.7K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Full visibility includes strategy notes for beacon atlas.
Premium access reveals conviction themes in value optima vital.
See the complete signal summary connected to horizon.
Unlock to compare peer behavior around vertex fusion.
Upgrade to reveal position-level detail across frontier summit.
Premium access reveals conviction themes in harbor frontier.
Premium access reveals conviction themes in focus summit.
Unlock to see real insight on wave optima signal.
Asset Classes
Value value Oak atlas Harbor ridge
Client Personas
North glacier
Investment Themes
Radial oak Legacy
Investment Vehicles
North focus
Services
Peak insight Atlas beacon
Owner & Executives
J
JEREMY SCOTT MCGRAW
Chief Compliance Officer, Chief Investment Officer, Investment Advisor Representative, Managing Member
- CRD
- #4589494
- Ownership
- 75% or more
(720) 932-8665
fusion.harbor@momentumcapital.com
in linkedin.com/in/summit-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,399,681 | $467,499 |
| Non-Discretionary | $0 | -- |
| Total | $22,399,681 | $467,499 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $22,399,681
Equity - Exchange:
43.7% Cash:
56.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $367,240,036 | 43.7% |
| Cash | $473,126,179 | 56.3% |
| Total | $840,366,215 | 100.0% |