MERION INVESTMENT MANAGEMENT LP

2 registered advisors·CRD# 161215
SEC# 801-775111212-810-4461
01

Firm Overview

AUM
$354M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at MERION INVESTMENT MANAGEMENT LP

2 registered advisors
Katherine Nadine Brewster
BAY HARBOR ISLANDS, Florida
Patrick Brian Horsman
BAY HARBOR ISLANDS, Florida
05

Office Locations

BAY HARBOR ISLANDS, Florida
2 advisors

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Data sourced from SEC Form ADV filings. MERION INVESTMENT MANAGEMENT LP (CRD# 161215) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.