MERIT INVESTMENT SOLUTIONS, INC.

CLEARWATER, Florida·2 registered advisors·CRD# 153324
SEC# 801-71239727-216-6179
01

Firm Overview

AUM
$12M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Investment Management
04

Advisors at MERIT INVESTMENT SOLUTIONS, INC.

2 registered advisors
Margaret A Dehn
CLEARWATER, Florida
Wendy Ann Spencer
CLEARWATER, Florida
05

Office Locations

CLEARWATER, Florida
2 advisors

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Data sourced from SEC Form ADV filings. MERIT INVESTMENT SOLUTIONS, INC. (CRD# 153324) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.