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Building 2MERRIMAN

Map pinSEATTLE, WA
Phone800-423-4893
NotebookSEC #801-77544
Total AUM
$3.6B
Employees
55
Clients
2,368

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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