Merlin Asset Management
Merlin Asset Management (CRD# 284790) is a financial advisory firm headquartered in Newport, RI. They manage $36,282,283 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management36MILLION
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Total Number of Accounts50ACCOUNTS
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Average Account Value$725,646
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
RI
Financial Advisors at Merlin Asset Management
1
Michael Obuchowski (CRD# 4705300) is an Investment Advisor Representative working at Merlin Asset Management in Newport, RI and has over 14 years of experience in the finance industry.
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