Merion Realty Advisers, LLC is a large advisory firm based in Wynnewood. It manages $234.51 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Delaware and Pennsylvania.
Merion Realty Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Merion Realty Advisers, LLC is $234.51 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Merion Realty Advisers, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Merion Realty Advisers is pooled investment vehicles with 14 clients and $234.51 million of assets under management. Among the 12 most similar advisory firms, Merion Realty Advisers has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $234.51 million for 14 clients. None of the firm’s clients are foreign persons or businesses.
Merion Realty Advisers also advises several private funds. Namely, seventeen real estate funds. The minimum investment commitment required of non-related persons ranges from $10,000 to $61,000,000.
The company employs 12 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Merion Realty Advisers, LLC performs its advisory services is located at 308 E. Lancaster Avenue, Wynnewood, PA 19096 The mailing address of the firm is 308 E. Lancaster Avenue, Wynnewood, PA 19096. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-896-3000 or by fax 610-896-3349. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at merionrealtypartners.com and its LinkedIn profile.