Meritas Advisors, LLC

Meritas Advisors, LLC (CRD# 157071) is a financial advisory firm headquartered in San Rafael, CA. They manage $40,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Meritas Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan G. Tull
CRD#: 2636434
4040 Civic Center Dr., Suite 200, San Rafael, CA 94903
96
Wealthminder
score

Jonathan Tull (CRD# 2636434) is an Investment Advisor Representative working at Meritas Advisors, LLC in San Rafael, CA and has over 20 years of experience in the finance industry.

2
Lenore E. Hawkins
CRD#: 5010668
11622 El Camino Real, Suite 100, San Diego, CA 92130
93
Wealthminder
score

Lenore Hawkins (CRD# 5010668) is an Investment Advisor Representative working at Meritas Advisors, LLC in San Diego, CA and has over 7 years of experience in the finance industry.

3
Michael C. Mink
CRD#: 4594223
4040 Civic Center Dr., Suite 200, San Rafael, CA 94903
93
Wealthminder
score

Michael Mink (CRD# 4594223) is an Investment Advisor Representative working at Meritas Advisors, LLC in San Rafael, CA and has over 13 years of experience in the finance industry.

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