Aleph Investments, LLC
Aleph Investments, LLC (CRD# 155404) is a financial advisory firm headquartered in , . They manage $15,300,000 in 55 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$278,182
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MD, TX
David Merkel (CRD# 5517052) is an Investment Advisor Representative working at Aleph Investments, LLC in Ellicott City, MD and has 1 year of experience in the finance industry.