Private Market View

Merit Financial Group

Other · Alpharetta, Georgia

AUM
$19.9B
Portfolio companies
Recorded deals
40
15 in last 12M
Last investment

Key facts

  • Merit Financial Group is a other based in Alpharetta, Georgia.

About Merit Financial Group

Operator of an investment advisory firm intended to establish, educate and satisfy the financial goals of individuals. The company's services included wealth management, financial wellness, investment management, wealth advising and risk mitigation, enabling clients to gain financial freedom and exceed their goals.

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Portfolio

Portfolio — not yet on record

No portfolio companies for Merit Financial Group are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is Merit Financial Group's AUM?
Merit Financial Group manages approximately $19.9B in assets.