Merriman
Seattle, Washington
5.0
10 Reviews
Merriman is a leading regional investment advisory firm headquartered in Seattle, WA, with a strong presence in the financial industry. With a total of 57 dedicated employees, including 30 skilled investment advisors, Merriman offers a comprehensive range of investment advisory services across its five offices. Their extensive expertise allows them to effectively manage a significant amount of assets under management (AUM), averaging around $109,910,000 per investment advisor, aligning with the industry average. The firm's compensation structure is diverse and includes various types such as a percentage of AUM and performance-bas...
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Assets Under Mgmt

$3.3B

Investment Professionals

30

Locations

4

% 401K & Individual

20%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Other: CREDIT AND CASH MANAGEMENT SOLUTIONS
Other Business Activities
Other Financial product salesperson
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