Merrithew & Thorsten, Inc.

Merrithew & Thorsten, Inc. (CRD# 133563) is a financial advisory firm headquartered in San Diego, CA. They manage $67,500,000 in 374 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $180,481
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
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 Merrithew & Thorsten, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Leslie R. Merrithew
CRD#: 4889902
9820 Willow Creek Road, Suite 200, San Diego, CA 92131
96
Wealthminder
score

Leslie Merrithew (CRD# 4889902) is an Investment Advisor Representative working at Merrithew & Thorsten, Inc. in San Diego, CA and has over 25 years of experience in the finance industry. Leslie Merrithew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brandon E. Thorsten
CRD#: 2731216
9820 Willow Creek Road, Suite 200, San Diego, CA 92131
96
Wealthminder
score

Brandon Thorsten (CRD# 2731216) is an Investment Advisor Representative working at Merrithew & Thorsten, Inc. in San Diego, CA and has over 21 years of experience in the finance industry. Brandon Thorsten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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