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MERIT INVESTMENT MANAGEMENT
MERIT INVESTMENT MANAGEMENT LLC
CRD 149663 · SEC 801-72593
2 W MARKET STREET, SUITE 100, WEST CHESTER, PA, 19382, United States
Phone
(484) 473-8413
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.4M
Discretionary AUM
$22.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $21.2M |
Official SEC filing: View on IAPD