Merriman
Merriman (CRD# 166580) is a financial advisory firm headquartered in Seattle, WA. They manage $3,297,155,500 in 2,306 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management3,297MILLION
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Total Number of Accounts2,306ACCOUNTS
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Average Account Value$1,429,816
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Michelle Lach (CRD# 7072327) is an Investment Advisor Representative working at Merriman in Seattle, WA and has 1 year of experience in the finance industry.
Jennifer Lee (CRD# 6811676) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 6 years of experience in the finance industry.
Colleen Lindstrom (CRD# 4464152) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 23 years of experience in the finance industry.
Frank McLaughlin (CRD# 6273096) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 9 years of experience in the finance industry.
Lowell Parker (CRD# 5330738) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 16 years of experience in the finance industry.
Aaron Spencer (CRD# 4285719) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 23 years of experience in the finance industry.
Danielle Strumbeta (CRD# 6521338) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 7 years of experience in the finance industry.
Christopher Waclawik (CRD# 6379682) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 9 years of experience in the finance industry.
Jacob Wham (CRD# 5300079) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 10 years of experience in the finance industry.
Lily Gillman (CRD# 7789903) is an Investment Advisor Representative working at Merriman in Seattle, WA and has 1 year of experience in the finance industry.