Allmerits Asset, LLC

RIASEC Registered

Total AUM

$18.9M

Discretionary

$18.9M

100% of AUM

Avg account

$80.6K

Accounts

234

Employees

Advisory reps

Firm details

Headquarters: Buena Park, California
CRD number: 309523
Website: blog.allmerits.com
Custodians: CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO., EQUITABLE ADVISORS, LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC., AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals73.47%
HNWI16.03%
Pension & Profit Sharing Plans10.5%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Allmerits Asset, LLC is an independent, single-owner registered investment adviser organized as an LLC. The firm acts as a capital allocator for a mixed client base of individuals, families and institutional clients. Core advisory services include discretionary portfolio management for individuals and small businesses, pension consulting and the selection of external managers. Compensation is primarily by a percentage of assets under management, with hourly charges used for certain advisory engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.