Merlin Asset Management

Overview

Merlin Asset Management is an independent, privately owned advisory firm organized as a corporation that focuses on fee-based portfolio management. The advisor serves individuals, families and a limited number of institutional clients, and lists portfolio management for individuals and small businesses as its primary advisory activity. The firm reports registrations in New York and Rhode Island and operates under an owner-type classified as an individual. Merlin does not identify itself as an ESG investor and does not market pension consulting or multi-state advisory services beyond its stated registrations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices