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Building 2MERRITHEW & THORSTEN, INC.

Map pinSAN DIEGO, CA
Phone858-547-1845
NotebookSEC #801-63848
Total AUM
$57M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9820 WILLOW CREEK ROAD
SUITE 200
SAN DIEGO
CA 92131
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
858-547-1845

ReceiptFinancials

Total AUM
$57M
Accounts
408
Discretionary
$55M
Accounts
403
Non-Discretionary
$2M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX ADVICE AND PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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