Merit Investment Solutions, Inc. (Clearwater)

Merit Investment Solutions, Inc. is an adviser based in Clearwater. It manages $11.81 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.

Merit Investment Solutions provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Merit Investment Solutions: assets under management

The assets under management (AUM) of Merit Investment Solutions, Inc. is $11.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Merit Investment Solutions, Inc. for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Merit Investment Solutions, Inc.

Merit Investment Solutions, Inc. is owned by Wendy Ann Spencer. Margaret A Dehn has been acting as President since 1 Jul 2010. Lynda Ann Gorby joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wendy Ann Spencer	Owner	1 Mar 2010	75% - 100%	2438932
Helen Sylvia Rimensnyder	Chief compliance officer	1 Mar 2010	Other	4966362
Lynda Ann Gorby	Vice president	1 Jul 2010	Other	5832921
Margaret A Dehn	Director	1 Jul 2010	Other	5973615

Based in Clearwater

The principal office where Merit Investment Solutions, Inc. performs its advisory services is located at 1401 South Fort Harrison, Clearwater, FL 33756, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.