Merit Investment Management

Merit Investment Management (CRD# 149663) is a financial advisory firm headquartered in Wilmington, DE. They manage $1,012,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $337,333
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE

Financial Advisors at Merit Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy S. McGraw
CRD#: 4589494
300 Delaware Ave, Suite 210, Wilmington, DE 19801
93
Wealthminder
score

Jeremy McGraw (CRD# 4589494) is an Investment Advisor Representative working at Merit Investment Management in Wilmington, DE and has over 15 years of experience in the finance industry.

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