Meritam Investment Advisors, Inc. is an internet adviser based in New York. It manages $3 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of New York and Texas.
Meritam Investment Advisors 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.
The assets under management (AUM) of Meritam Investment Advisors, Inc. is $3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 362% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Meritam Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Meritam Investment Advisors, Inc. performs its advisory services is located at 488 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 612-888-6363 or by fax 212-308-8582. The normal business hours are 9-10 on Other. You can find more information about the New York firm at meritam.org.