| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth McKee Cox Control | Principal, Managing Member | 50-75% | 2016 |
| Richard Michael Terry Control | Chief Compliance Officer, Managing Member | 50-75% | 2006 |
Merit Financial Partners LLC reports $313.8 million in regulatory assets under management on its Form ADV.
Merit Financial Partners LLC reports 5 employees.
Merit Financial Partners LLC is based in Maspeth, NY and has been SEC-registered since 2017.
Merit Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 69-64 Grand Avenue, Maspeth, NY 11378 |
| Phone | 718-898-0871 |
| Fax | 718-732-2402 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $313.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $313.8M |