Merion Road Capital Management LLC

Merion Road Capital Management LLC (CRD# 291932) is a financial advisory firm headquartered in Miami Shores, FL. They manage $23,596,000 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
353 Ne 91 Street, Miami Shores, FL 33138
https://www.merionroadcapital.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $620,947
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

FL, PA

Financial Advisors at Merion Road Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Aaron Sallen, financial advisor Miami Shores FL
Aaron J. Sallen
CRD#: 4927878
353 Ne 91 Street, Miami Shores, FL 33138

Aaron Sallen (CRD# 4927878) is an Investment Advisor Representative working at Merion Road Capital Management LLC in Miami Shores, FL and has over 17 years 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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