Merit Financial Group | Portfolio | HGGC

Merit Financial Group (“Merit”) is a hybrid SEC-Registered Investment Advisor, providing wealth and investment management services for individuals and families.

Merit is a hybrid SEC-Registered Investment Adviser based in Alpharetta, GA, with additional offices throughout the U.S. Merit seeks to establish, educate and satisfy the financial goals of its clients and provide community for its Independent Advisor Partners through meaningful relationships, expanded capabilities and synergies needed to catapult growth. HGGC invested in Merit through its Aspire Holdings platform.

Company Details

  • Headquarters Alpharetta, GA
  • WebsiteLink
  • Status Current
  • Portfolio Fund IV

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