MERION REALTY ADVISERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $99.3M |
| Discretionary | $99.3M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $33.1M |
| Employees | 9 |
| Peak AUM | $600.8MMay 2013 |
AUM by Client Type
Total AUM
$99M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $99M | +46.2% | +1.1% | 8.2% | |
| Discretionary AUM | $99M | ||||
Key Metrics
| Total AUM | $99.3M |
| Discretionary | $99.3M |
| Employees | 9 |
| Client Accounts | 3 |
Contact & Location
Address
308 E. LANCASTER AVENUE
WYNNEWOOD PA 19096
Phone
610-896-3000
Filing History
49 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$99M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
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