Merit Financial Advisors Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1998

Year Founded

  • Professionals
  • 229

Professionals

  • AUM

Merit Financial Advisors General Information

Description

Merit Financial Advisors is a wealth management firm based in Alpharetta, Georgia. Established in 1998, the firm provides advisory services, including asset management, financial planning, retirement plan advice, participant consulting, employee wellness programs, and educational workshops. The assets are managed by the executive management team. The firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.meritfinancialadvisors.com
Year Founded
1998
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Chief Investment Officer, Executive Vice President, and Partner
Email
ba
Phone
+1 (920)
Corporate Office
  • 11675 Rainwater Drive
  • Suite 625
  • Alpharetta, GA 30009
  • United States
+1 (678)

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Merit Financial Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Merit Financial Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Merit Financial Advisors Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
Financial Design Group Toledo, OH 1995
GlennCo Newtown, PA 1988

Merit Financial Advisors FAQs

  • When was Merit Financial Advisors founded?

    Merit Financial Advisors was founded in 1998.

  • Where is Merit Financial Advisors headquartered?

    Merit Financial Advisors is headquartered in Alpharetta, GA.

  • How many Assets Under Management (AUM) does Merit Financial Advisors have?

    Merit Financial Advisors has in assets under management.

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