Merit Investment Solutions, Inc. is an adviser based in Clearwater. It manages $11.81 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.
Merit Investment Solutions provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Merit Investment Solutions, Inc. is $11.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Merit Investment Solutions, Inc. for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Merit Investment Solutions, Inc. is owned by Wendy Ann Spencer. Margaret A Dehn has been acting as President since 1 Jul 2010. Lynda Ann Gorby joined the executive team most recently as the Vice President.
The principal office where Merit Investment Solutions, Inc. performs its advisory services is located at 1401 South Fort Harrison, Clearwater, FL 33756, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-216-6179. The normal business hours are 9:00am-5:00pm on Monday - Friday.