Aleph Investments, LLC

Aleph Investments, LLC (CRD# 155404) is a financial advisory firm headquartered in , . They manage $14,000,000 in 36 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://alephinvestments.net
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $388,889
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MD, TX

Financial Advisors at Aleph Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Merkel, financial advisor Ellicott City MD
David J. Merkel
CRD#: 5517052
Ellicott City, MD

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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