What is Merrick Financial Group Llc's NAICS code?

Merrick Financial Group Llc's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Boutique scale Small team size (2-10 employees) indicates a lean operation that may benefit from scalable investment management tools, outsourced compliance support, and cost-effective cloud services.

Growth potential Revenue is in the multimillion range, suggesting room for client acquisition strategies targeting niche markets, enhanced marketing analytics, and boosted AUM through targeted partnerships.

Tech modernization Current tech stack includes cloud, analytics, and marketing platforms (AWS, Google Analytics, Hotjar, Drupal, Datadog, Mailgun, Microsoft 365). Opportunity to upsell advanced analytics, security enhancements, and CRM integrations to streamline client onboarding.

Market position Operating in investment management with peers that are significantly larger; emphasis on differentiators such as personalized service, regulatory compliance, and cost-efficiency to win mid-market clients.

Sales enablement Proximity to Merrick Road, New York, positions for local advisory services, strategic alliances with regional financial firms, and cross-sell opportunities to high-net-worth individuals through targeted seminars and digital campaigns.

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Merrick Financial Group Llc Tech Stack

Merrick Financial Group Llc uses 8 technology products and services including Hotjar, Amazon Web Services, Google Hosted Libraries, and more. Explore Merrick Financial Group Llc's tech stack below.

Hotjar
Analytics
Amazon Web Services
Cloud Hosting
Google Hosted Libraries
Content Delivery Network
Drupal
Content Management System
Mailgun
Email
Microsoft 365
Email
Datadog
Real User Monitoring
Google Analytics
Web Analytics

Merrick Financial Group Llc's Email Address Formats

Merrick Financial Group Llc uses at least 3 email formats:

Merrick Financial Group Llc Email Formats	Example	Percentage
First.Last@merrickfg.com	John.Doe@merrickfg.com	100%
FLast@merrickfinancial.com	JDoe@merrickfinancial.com	100%
First.Last@merrickfinancialgroup.com	John.Doe@merrickfinancialgroup.com	100%

Frequently Asked Questions

What is Merrick Financial Group Llc's phone number?

You can contact Merrick Financial Group Llc's main corporate office by phone at

+1-516-868-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Merrick Financial Group Llc's official website and social media links?

Merrick Financial Group Llc's official website is merrickfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Merrick Financial Group Llc generate?

As of October 2026, Merrick Financial Group Llc's annual revenue is estimated to be $10M - $25M.

What is Merrick Financial Group Llc's SIC code and NAICS code?

Merrick Financial Group Llc's SIC code is 6282 - Investment Advice and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Merrick Financial Group Llc have currently?

As of October 2026, Merrick Financial Group Llc has approximately 6 employees across 1 continents, including North America. Key team members include Partner: T. R. and Financial Planner- Partner: A. B. Explore Merrick Financial Group Llc's employee directory with LeadIQ.

What industry does Merrick Financial Group Llc belong to?

Merrick Financial Group Llc operates in the Investment Management industry.

What technology does Merrick Financial Group Llc use?

Merrick Financial Group Llc's tech stack includes Hotjar, Amazon Web Services, Google Hosted Libraries, Drupal, Mailgun, Microsoft 365, Datadog and Google Analytics.

What is Merrick Financial Group Llc's email format?

Merrick Financial Group Llc's email format typically follows the pattern of First.Last@merrickfg.com. Find more Merrick Financial Group Llc email formats with LeadIQ.

Merrick Financial Group Llc

Q: How many employees does Merrick Financial Group Llc have currently?

Merrick Financial Group Llc has approximately 6 employees.

Q: What technology does Merrick Financial Group Llc use?

Merrick Financial Group Llc's tech stack includes Awesomplete, Mailgun, Hotjar, Google Analytics, Datadog.

Investment ManagementNew York, United States2-10 Employees

Merrick Financial Group Llc operates in the investment management industry and is based in Merrick, New York. The firm provides services that focus on managing investments for clients, situated within a market that emphasizes professional oversight and fiduciary responsibility. With a workforce described as consisting of a small team, the company appears positioned to offer personalized attention and tailored asset management solutions to its clients in the United States. The business is headquartered on Merrick Road in Merrick, within the larger New York region, and is part of a landscape that includes larger, established financial services firms. A recent development noted in its context is the availability of information about its location and scope, reflecting its operational footprint in the local market.