MERRITT & COMPANY, INC.
CRD #121472 SEC #801-61396 SARASOTA, FL 941-316-6821
SEC Registered
Total AUM
$32.5M
Discretionary
$14.5M
Employees
5
Clients
--
Accounts
22
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 1, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MERRITT, LESLIE, SCOTT | I | PRESIDENT | E | Control |
| MERRITT, LESLIE, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 1, 2004 REGISTERED
Notice Filings (1)
FL
Address
1924 SOUTH OSPREY AVENUESUITE 200
SARASOTA, FL 34239
USA
Phone: 941-316-6821