firm profile
Merlin Asset Management
Overview
Merlin Asset Management is a state registered investment adviser based in Newport, RI, registered since 2016. It reports $50.2M in assets under management across 68 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $50.2M
- Discretionary
- 100%
- Accounts
- 68
- Average account
- $738K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2016
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Michael Obuchowski Managing Member, Chief Compliance Officer CRD 4705300
Advisory reps 1 of 1
- Michael Obuchowski Investment Adviser Rep CRD 4705300
Location
- Headquarters
- 449 Thames St Unit 301
Newport, RI 02840 - County
- Newport
- Metro area
- Providence-Warwick, RI-MA
- Region
- Northeast
Registrations
- State registered
- Registered in 3 jurisdictions
- Website: merlinam.com
Every state, with registration dates
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