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Merryfield Barnes, LLC

EST. AUM
$112,873,322

CONTACTS
2

CLIENT ACCOUNTS
479

Firm Details

Metro area New York City
CRD Number 159862
Website merryfieldbarnes.com
Client types

Overview

Merryfield Barnes, LLC is an SEC-registered investment advisory firm founded in 2011. The firm provides a broad range of personalized services, including holistic financial planning, consulting, and discretionary investment management. They primarily allocate assets among mutual funds, ETFs, and individual debt and equity securities. Their approach is tailored to individual client goals, risk tolerance, and time horizons, often involving a multi-capitalization investment strategy across both domestic and international markets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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