Merit Financial LLC
Merit Financial LLC (CRD# 172789) is a financial advisory firm headquartered in Dedham, MA. They manage $1,280,000 in 5 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$256,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, MA, NH
Sujatha Avutu (CRD# 2028088) is an Investment Advisor Representative working at Merit Financial LLC in Dedham, MA and has over 24 years of experience in the finance industry.