Merriman Wealth Management LLC
Legal Name: MERRIMAN WEALTH MANAGEMENT, LLC
Full Contact Details
Other Info
Merriman Wealth Management LLC is legally known as MERRIMAN WEALTH MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 54 employees, of which 32 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 9, 2013.
Merriman | Wealth Management
800.423.4893 [email protected] Facebook Twitter Instagram Facebook Twitter Instagram Contact us About Merriman Company Overview Life at Merriman Contact Us Working with Us Our Wealth Management Process Investment Philosophy Investment Services Meet with an Advisor Our Team Advisors Client Services L…
Asset Class Trading |
About the site About Dennis Blog Select Page Welcome to Asset Class Trading. In this blog, I’ll explore and develop my thoughts on what works in trading, generating alpha and investing in general. I’ve been trading asset classes for the past 20 years for myself personally, and since 2001 as a po…
Direct Owners
-
ERICK ALEXANDER AGUAYO
CCO owns less than 5%
-
FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
-
JEREMY ANDREW BURGER
CEO owns less than 5%
Indirect Owners
-
FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
Custodians
-
CHARLES SCHWAB & CO., INC.
United States -
INTERACTIVE BROKERS LLC
United States
Firms Located Nearby
Top Holdings
- MICROSOFT CORP $679,127k
- ISHARES TR RUSSELL 2000 ETF $235,033k
- ISHARES TR $154,290k
- VANGUARD INTL EQUITY $150,940k
- ISHARES TR CORE S&P500 ETF $141,291k
- UNITED PARCEL SERVIC $139,307k
- SPDR INDEX SHS FDS $133,128k
- AK STEEL HOLDING CORP $99,749k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $94,890k
- ISHARES TR CORE MSCI EAFE $93,332k