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MERRIMAN
SEATTLE, WA
800-423-4893
SEC #801-77544Total AUM
$3.6B
Employees
55Clients
2,368Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
920 FIFTH AVENUE
SUITE 2720
SEATTLE
WA 98104
United States
SUITE 2720
SEATTLE
WA 98104
United States
Operating Hours
7 A.M. - 4 P.M.
Monday - Friday
Monday - Friday
Phone
800-423-4893
Other Offices
3
Financials
Total AUM
$3.6B
Accounts
2,370Discretionary
$3.6B
Accounts
2,370Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,229AUM
$627.6M
HNW Individual Clients
1,130AUM
$2.9B
Pooled Vehicle Clients
1AUM
$4.8M
Pension/Profit Sharing Plan Clients
1AUM
$6.2M
Charitable Organization Clients
6AUM
$6.6M
Corporation or Business Clients
1AUM
$20M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTFLHIIDILINKSLAMAMDMIMNMOMTNCNENHNJNMNVNYOHORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.