Merwin Capital Management LLC

Merwin Capital Management LLC (CRD# 170319) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $19,260,675 in 210 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $91,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

AZ, CA

Financial Advisors at Merwin Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert E. Merwin
CRD#: 1676468
4850 E. Desert Cove, Suite 150, Scottsdale, AZ 85254
93
Wealthminder
score

Robert Merwin (CRD# 1676468) is an Investment Advisor Representative working at Merwin Capital Management LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.

2
Jordan K. Twogood
CRD#: 6067811
4850 E. Desert Cove, Suite 150, Scottsdale, AZ 85254
62
Wealthminder
score

Jordan Twogood (CRD# 6067811) is an Investment Advisor Representative working at Merwin Capital Management LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.