Overview
Assets Under Management: $3.6 billion
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 1,130
Average Client Assets: $3 million
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 High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,370
Discretionary Accounts: 2,370
Regulatory Filings
CRD Number: 166580
Last Filing Date: 2024-04-24 00:00:00
Website: https://merriman.com