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MERIT FINANCIAL ADVISORS
Tel: 678-867-7050
2400 Lakeview Parkway Suite 550
Alpharetta, Georgia 30009
MERIT FINANCIAL ADVISORS
MERIT FINANCIAL ADVISORS is a Alpharetta, Georgia based financial advisory firm with nearly $10,576,048,244 in assets under management and provides investment advisory services for 31882 clients. There are currently 279 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEE
Firm CRD#:
142457
SEC#:
801-67462
No. of Clients:
31882
Assets under Management
$10,576,048,244
No. of Advisors:
279
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