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MERKLE RETIREMENT PLANNING
GRIMES, IA
515-278-4110
SEC #801-118564Total AUM
$568.8M
Employees
30Clients
1,025Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1860 SE PRINCETON DR
GRIMES
IA 50111
United States
GRIMES
IA 50111
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
515-278-4110
Financials
Total AUM
$568.8M
Accounts
2,896Discretionary
$568.8M
Accounts
2,896Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
728AUM
$366.2M
HNW Individual Clients
287AUM
$199.9M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$12.6K
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
3AUM
$2.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLIAILMNMONCNETXWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.