Merrion Investment Management Co, LLC

RIASEC RegisteredEst. 2006

Total AUM

$245M

Discretionary

$245M

100% of AUM

Avg account

$3.3M

Accounts

75

Employees

6

Advisory reps

5

Firm details

Headquarters: Cranford, New Jersey
CRD number: 139143
Registered since: January 27, 2006
Website: www.merriongroup.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI58.12%
Charitable Organizations39.57%
Individuals2.12%
Corporations / Businesses0.19%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Merrion Investment Management Co, LLC is an independent registered investment adviser organized as an LLC and operating since 2006. The firm manages portfolios for both individuals/families and institutional clients on a percentage-of-assets fee model. Its advisory services explicitly cover portfolio management for small businesses and for business or institutional entities. The firm is not flagged as an active ESG investor and is identified as a single-state adviser in its regulatory snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities85%
Cash & Cash Equivalents8%
Public Funds/Mutual Funds5%
US Government Bonds2%

Owners & executives

2 of 2

David Erb
Chief Investment OfficerCRD 4572290
Randolph Rogers
CFO & CCOCRD 4821597

Contacts

3 of 3

John Callahan
Managing DirectorCRD 1146615
Andrew Wigton
Director of Institutional Sales TradingCRD 4379180
William Wigton
Founding PartnerCRD 806775

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 12

Active vs passive

$8.7M in ETFs

Passive

100%

$8.7M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$3.1M	4,597	36.23%

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Primary office

Cranford, NJ

Union

Location

Cranford, NJ

Headquartered in Cranford, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Union
Address: 184 North Ave E
Time zone: ET (UTC-5)
Office locations

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