Overview
Assets Under Management: $429 million
Headquarters: GRIMES, IA
High-Net-Worth Clients: 258
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 258
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.22
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,475
Discretionary Accounts: 2,475
Regulatory Filings
CRD Number: 297942
Filing ID: 1974711
Last Filing Date: 2025-03-31 19:13:00
Website: https://merkleteam.com