Investment adviser · CRD 153324
MERIT INVESTMENT SOLUTIONS, INC.
Investment adviser filing (IA)
CLEARWATER, FL, United States · Form ADV filed Mar 30, 2012
- Regulatory AUM
- $11.8M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
1401 SOUTH FORT HARRISONCLEARWATER, FL, 33756, United States
CRD 153324
Filing source
Form ADV 634659 · Mar 30, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.