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).
Current Firm Details
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts116ACCOUNTS
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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
Registered Investment Advisor
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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