Merchant Advisory, Inc.

Merchant Advisory, Inc. (CRD# 117143) is a financial advisory firm headquartered in Wenatchee, WA. They manage $19,386,351 in 116 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $167,124
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Merchant Advisory, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Philip E. Merchant
CRD#: 332134
East Wenatchee, WA
73
Wealthminder
score

Philip Merchant (CRD# 332134) is an Investment Advisor Representative working at Merchant Advisory, Inc. in East Wenatchee, WA and has over 24 years of experience in the finance industry.

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