Overview
Assets Under Management: $3.6 billion
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 1,130
Average Client Assets: $2.6 million
Frequently Asked Questions
MERRIMAN is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166580), MERRIMAN is subject to fiduciary duty under federal law.
MERRIMAN is headquartered in SEATTLE, WA.
MERRIMAN serves 1,130 high-net-worth clients according to their SEC filing dated April 24, 2024. View client details ↓
According to their SEC Form ADV, MERRIMAN offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
MERRIMAN manages $3.6 billion in client assets according to their SEC filing dated April 24, 2024.
According to their SEC Form ADV, MERRIMAN serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Recent Rankings
Forbes 2024: 114
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.55%
Average Client Assets: $2.6 million
Total Client Accounts: 2,370
Discretionary Accounts: 2,370
Regulatory Filings
CRD Number: 166580
Filing ID: 1869776
Last Filing Date: 2024-04-24 16:56:00