AdvisorOS Directory
Claim Profile
PH

Patrick Brian Horsman

MERION INVESTMENT MANAGEMENT LP·BAY HARBOR ISLANDS, Florida
Unclaimed Profile
1111 KANE COUNCOURSE, BAY HARBOR ISLANDS, FL 33154CRD# 4694883Firm CRD# 161215
01

About

Patrick Brian Horsman is a registered financial advisor based in BAY HARBOR ISLANDS, Florida, affiliated with MERION INVESTMENT MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MERION INVESTMENT MANAGEMENT LP
MERION INVESTMENT MANAGEMENT LP
AUM
$354M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MERION INVESTMENT MANAGEMENT LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4694883
Firm CRD# 161215
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BAY HARBOR ISLANDS?

Browse all registered financial advisors in BAY HARBOR ISLANDS, Florida or claim this profile if it's yours.

Browse BAY HARBOR ISLANDS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Patrick Brian Horsman offer?
Patrick Brian Horsman specializes in Retirement Planning. Contact their office in BAY HARBOR ISLANDS, Florida for a consultation.
What are Patrick Brian Horsman's credentials?
Patrick Brian Horsman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Brian Horsman located?
Patrick Brian Horsman is based in BAY HARBOR ISLANDS, Florida, working with MERION INVESTMENT MANAGEMENT LP. Their office serves clients in the BAY HARBOR ISLANDS metropolitan area and surrounding communities.
How does Patrick Brian Horsman charge for services?
Patrick Brian Horsman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERION INVESTMENT MANAGEMENT LP?
MERION INVESTMENT MANAGEMENT LP has approximately 2 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BAY HARBOR ISLANDS
Peter Anthony Montalbano — BONAVENTURE MANAGERS LLCBenjamin Reid Lodmell — CR INVESTMENT ADVISORS, LLCSamuel Ingle Johnson — MERION INVESTMENT MANAGEMENT LPKatherine Nadine Brewster — MERION INVESTMENT MANAGEMENT LPGeorge Chiesa — CR INVESTMENT ADVISORS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile