Be advised. This firm is no longer registered.

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
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Merchant Advisory, Inc.
No Advisor Found.
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