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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 |
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