MERRIMAN

920 Fifth Avenue
Suite 2720
Seattle, Washington 98104
Tel: 800-423-4893

About MERRIMAN

MERRIMAN, formally registered with the SEC as MERRIMAN. The firm was established in 01/09/2013. They have over 4 offices throughout the country.

MERRIMAN is a Seattle, Washington based Financial Planning firm with nearly $3,605,822,320 assets under management, offering retirement planning & investment advisory services to 2370 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166580
SEC#	801-77544
Assets Managed by Firm	$3,605,822,320
No. of Clients	2370
No. of Advisors	55

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2370	$3,605,822,320
Individuals (other than high net worth individuals)	1229	$627,586,577
High net worth individuals	1130	$2,940,651,959
Pension and profit sharing plans	Fewer than 5 clients	$6,176,002
Charitable organizations	6	$6,640,665
Corporations or other businesses	Fewer than 5 clients	$19,971,687

More Retirement Planning firms in Seattle, Washington:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Seattle, Washington

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.