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).
Total Assets Under Management19MILLION
Total Number of Accounts116ACCOUNTS
Average Account Value$167,124
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Philip Merchant (CRD# 332134) is an Investment Advisor Representative working at Merchant Advisory, Inc. in East Wenatchee, WA and has over 26 years of experience in the finance industry.