Merrithew & Thorsten, Inc.

Merrithew & Thorsten, Inc. (CRD# 133563) is a financial advisory firm headquartered in San Diego, CA. They manage $126,825,510 in 372 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

9820 Willow Creek Road, Suite 200, San Diego, CA 92131

http://www.fee-only-planner.com

By the Numbers

Total Assets Under Management

127

MILLION
Total Number of Accounts

372

ACCOUNTS
Average Account Value

$340,929

Compensation Options

A percentage of assets under your management
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Merrithew & Thorsten, Inc.

Showing 1 - 2 of 2 top financial advisors.

Leslie R. Merrithew

CRD#: 4889902

9820 Willow Creek Road, Suite 200, San Diego, CA 92131

Leslie Merrithew (CRD# 4889902) is an Investment Advisor Representative working at Merrithew & Thorsten, Inc. in San Diego, CA and has over 31 years of experience in the finance industry.

Brandon E. Thorsten

CRD#: 2731216

9820 Willow Creek Road, Suite 200, San Diego, CA 92131

Brandon Thorsten (CRD# 2731216) is an Investment Advisor Representative working at Merrithew & Thorsten, Inc. in San Diego, CA and has over 27 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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