Overview
Assets Under Management: $146 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
MERRITHEW & THORSTEN, INC. 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 #133563), MERRITHEW & THORSTEN, INC. is subject to fiduciary duty under federal law.
MERRITHEW & THORSTEN, INC. is headquartered in SAN DIEGO, CA.
MERRITHEW & THORSTEN, INC. serves 52 high-net-worth clients according to their SEC filing dated January 22, 2025. View client details ↓
According to their SEC Form ADV, MERRITHEW & THORSTEN, INC. offers financial planning and portfolio management for individuals. View all service details ↓
MERRITHEW & THORSTEN, INC. manages $146 million in client assets according to their SEC filing dated January 22, 2025.
According to their SEC Form ADV, MERRITHEW & THORSTEN, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.86
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 398
Discretionary Accounts: 398
Regulatory Filings
CRD Number: 133563
Last Filing Date: 2025-01-22 00:00:00
Website: https://fee-only-planner.com