Updated:
Merit Financial Partners
Merit Financial Partners is an SEC-registered investment adviser in Maspeth, NY, established in 2017. The firm oversees $308 million in assets.
Merit Financial Partners
Merit Financial Partners is an SEC-registered investment adviser in Maspeth, NY, established in 2017. The firm oversees $308 million in assets. It has 5 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Maspeth
Corporate office
Maspeth, NY, United States
Additional offices
New York City, NY · Westport, CT
Frequently asked questions
Is Merit Financial Partners a single-family office or a multi-family office?
The firm operates as a multi-family office. Its regulatory filing as a Registered Investment Advisor (RIA) and its stated specialty of providing investment management and financial planning to 'individuals and families' confirms a client-service model rather than a single-family structure.
What is Merit Financial Partners' regulatory status?
The firm is a Registered Investment Advisor (RIA) and operates as a fee-only fiduciary. All of its advisors are Certified Financial Planners™, which legally obligates them to act in their clients' best interests.
Does Merit Financial Partners disclose its assets under management?
No, the firm does not publicly disclose its assets under management. No figure is available in its regulatory filings or on its website.
How does Merit Financial Partners source its clients?
Sourceable client-acquisition details are not public. As a fiduciary RIA with a CFP-only advisor team, the firm likely relies on professional networks and referrals within the New York and Connecticut markets where it maintains physical offices.
What services does Merit Financial Partners provide beyond investment management?
The firm explicitly integrates financial planning with investment management. As Certified Financial Planners™, the team provides holistic planning that typically encompasses tax strategy, estate planning, retirement projections, and risk management for the individuals and families they serve.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: