SEC Form ADV

MERIT FINANCIAL PARTNERS LLC

Registered Investment AdviserNY
$308.2M
Assets Under Management
564
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-141359
Location
MASPETH, NY
Filing Date
March 9, 2026
AUM
$308.2M
Total Clients
564
Amendment
No

About this Adviser

MERIT FINANCIAL PARTNERS LLC is a registered investment adviser headquartered in MASPETH, NY, managing approximately $308.2M in assets across 564 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.