Meritas Advisors, LLC

Meritas Advisors, LLC (CRD# 157071) is a financial advisory firm headquartered in San Rafael, CA. They manage $100,614,201 in 170 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4040 Civic Center Dr., Suite 200, San Rafael, CA 94903
http://meritasadvisors.com
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $591,848
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Meritas Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Mink, financial advisor San Rafael CA
Michael C. Mink
CRD#: 4594223
4040 Civic Center Dr., Suite 200, San Rafael, CA 94903

Michael Mink (CRD# 4594223) is an Investment Advisor Representative working at Meritas Advisors, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.

2
Jonathan Tull, financial advisor San Rafael CA
Jonathan G. Tull
CRD#: 2636434
4040 Civic Center Dr., Suite 200, San Rafael, CA 94903

Jonathan Tull (CRD# 2636434) is an Investment Advisor Representative working at Meritas Advisors, LLC in San Rafael, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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