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MERRITT POINT PARTNERS LLC
MERRITT POINT PARTNERS LLC
OAKLAND, California
·
2 registered advisors
·
CRD# 298680
SEC# 802-115088
0
(510) 244-0170
01
Firm Overview
AUM
$50M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at MERRITT POINT PARTNERS LLC
2 registered advisors
Jeffrey Nmn Baird
OAKLAND, California
CRD# 2641796
Mudit Nmn Gupta
OAKLAND, California
CRD# 4989304
05
Office Locations
OAKLAND, California
2 advisors
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Data sourced from SEC Form ADV filings. MERRITT POINT PARTNERS LLC (CRD# 298680) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.