Cranford, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Merrion Investment Management Co, LLC
Supported
Firm-wide stats for Merrion Investment Management Co, LLC
Clients per advisor
11 Very LowAvg AUM per client
$4,608,895 Very HighHNW client ratio
63% Very HighAbout
Merrion Investment Management Co., LLC is a registered investment adviser managing approximately $244.8 million in discretionary client assets and providing both discretionary and non‑discretionary portfolio management to individuals, family trusts, and non‑profit organizations, with additional services for pension plans, corporations and institutional clients. The firm primarily constructs portfolios of exchange‑traded equities and fixed‑income securities and generally prefers client relationships of around $250,000, although minimums are negotiable.
The firm follows a research‑based investment process, using internal and third‑party analysis to identify companies with new products, regulatory or technological catalysts, or other special situations and then selecting the appropriate part of the capital structure for investment after assessing risk and potential catalysts. In separately managed accounts, MIMCo may employ borrowing and use derivatives to implement positioning or hedging decisions, an operational approach that is less common among similar advisory firms.
MIMCo recommends Schwab Advisor Services as its custodian and relies on Schwab’s execution, custody and support services while following SEC standards when it is deemed to have custody (including the use of standing letters of authorization). The firm maintains policies to treat accounts equally under its Code of Ethics, conducts quarterly account reviews, and generally does not vote proxies on clients’ behalf, offering voting guidance only when requested or on significant matters.
Location
184 North Ave. East
Cranford NJ 07016
Advisors at this office
2
Advisors at this office
Andrew W
Series 63, Series 65
Cranford, NJ
Merrion Investment Management Co, LLC
Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role since 2022, he worked for Merrion Securities, LLC from 2006 to 2022. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and serves individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm uses a research-based investment process focused on exchange-traded equities and fixed-income securities, employing internal and third-party analysis to identify investment opportunities and utilizing derivative strategies and borrowing in separately managed accounts.
John C
CFA®, Series 63
Cranford, NJ
Merrion Investment Management Co, LLC
John Callahan is a CFA® charterholder with 38 years of industry experience. He has been with Merrion Investment Management Co., LLC since 2012. Outside of his advisory role, he serves as Treasurer and Finance Committee Chairman of Baltusrol Golf Club and is a Trustee and Endowment Chair for the Scholarship Fund for Inner City Children, a nonprofit providing education scholarships. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets, serving individuals, family trusts, nonprofits, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and may use borrowing and derivatives in separately managed accounts to implement investment strategies.
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