MERIT FINANCIAL GROUP, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 142457). Regulatory assets under management: $23.9B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kent M Lee | PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | Minneapolis, MN |
| Kent Lee | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MEMBER (+3 more) | Minneapolis, MN |
| Rick Lee Kent | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| Kay Lynn Mayhue | PRESIDENT | Alpharetta, GA |
| Chrissy A Lee | CHIEF OPERATING OFFICER | — |
| Michael Kevin Mitchell | CHIEF FINANCIAL OFFICER | — |
| John Douglas Baxley | CHIEF COMPLIANCE OFFICER | — |
| BAXLEY JOHN DOUGLAS | CHIEF COMPLIANCE OFFICER | — |
| DAVIS JEFFREY L | MEMBER | — |
| MITCHELL KEVIN | CHIEF FINANCIAL OFFICER | — |
| LEE GERALD A | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CCO | — |
| TRAER WILLIAM MONTGOMERY | PRESIDENT | — |
| MAYHUE KAY LYNN | MANAGING MEMBER; PRESIDENT | — |
| OWENBY JOSEPH L | MANAGING MEMBER | — |
| GERHARD GREGORY VINCENT | MEMBER | — |
| WOOD AMELIA BABASA | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| BLANTON DOUGLAS LEE | CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER | — |
| STRAUB KELLY LEE | PRESIDENT | — |
| GILL RICHARD PASCHALL | ELECTED MANAGER | — |
| CHRISTENSEN MARK ROALD | CHIEF COMPLIANCE OFFICER | — |
| Kalbaugh Andy | ELECTED MANAGER | — |
| SCLAFANI RAYMOND S | ELECTED MANAGER | — |
| Brian Andrew | CHIEF INVESTMENT OFFICER | — |
| Joseph H Coles | CHIEF FINANCIAL OFFICER | — |
| John W. Iv Martin | GENERAL COUNSEL | — |
Showing 15 of 25 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| MADISON | WI | 50 | 608-241-5678 |
| SHEBOYGAN FALLS | WI | 37 | 920-467-4909 |
| ALPHARETTA | GA | 25 | 678-647-8040 |
| WILLIAMSPORT | PA | 13 | 570-322-8407 |
| CHICAGO | IL | 13 | 312-257-2390 |
| ISSAQUAH | WA | 13 | 425-3922200 |
| POCATELLO | ID | 10 | 208-233-0080 |
| ROCKVILLE | MD | 9 | 301-990-4395 |
| SPOKANE | WA | 9 | 509-462-0747 |
| FRISCO | TX | 8 | 214-423-4200 |
| DENVER | CO | 8 | 303-534-9328 |
| NEW CUMBERLAND | PA | 8 | 717-403-6030 |
| BERWYN | PA | 7 | 610-687-8040 |
| CHARLOTTE | NC | 7 | (704) 357-8700 |
| BOCA RATON | FL | 7 | 229-883-3500 |