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Merion Road Capital Management LLC

Headquartered in MIAMI SHORES, FL

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Firm Information

Merion Road Capital Management LLC is an investment advisor managing $23.6 million in assets for 38 clients. The firm provides portfolio management services to individuals, businesses, and pooled investment vehicles. They are registered with the SEC.

Merion Road Capital Management LLC

$23.60M

Assets Under Management

23

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

MERION ROAD CAPITAL MANAGEMENT LLC has a total of 1 branch locations across the country.
location

MIAMI SHORES, FL

Advisors at Merion Road Capital Management LLC

View All 1 Advisors
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Aaron Jacob Sallen

RA

MIAMI SHORES, FL

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Disclosures

There are no public disclosures for Merion Road Capital Management LLC.

Frequently Asked Questions (8)

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