Merk Investments LLC

Merk Investments LLC (CRD# 112305) is a financial advisory firm headquartered in San Francisco, CA. They manage $276,300,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
44 Montgomery St, Suite 3730, San Francisco, CA 94104
http://www.merkinvestments.com
By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $69,075,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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 Merk Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alexander Merk, financial advisor Palo Alto CA
Alexander G. Merk
CRD#: 4458331
555 Bryant St #455, Palo Alto, CA 94301
93
Wealthminder
score

Alexander Merk (CRD# 4458331) is an Investment Advisor Representative working at Merk Investments LLC in Palo Alto, CA and has over 17 years of experience in the finance industry.

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