Merlin Asset Management
Merlin Asset Management (CRD# 284790) is a financial advisory firm headquartered in Newport, RI. They manage $36,282,283 in 50 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management36MILLION
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Total Number of Accounts50ACCOUNTS
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Average Account Value$725,646
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY, RI, TX
Financial Advisors at Merlin Asset Management
1
Michael Obuchowski (CRD# 4705300) is an Investment Advisor Representative working at Merlin Asset Management in Newport, RI and has over 14 years of experience in the finance industry.
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