Investment adviser · CRD 158605
MERRIMAN WEALTH ADVISORS
Investment adviser filing (IA)
MERRIMAN ASSET MANAGEMENT, INC.
SAN FRANCISCO, CA, United States · Form ADV filed Jan 26, 2015
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 26, 2015. View historical filings
Reported services
Investment company portfolio management
Compensation
Percentage of assets
Principal office
250 MONTGOMERY STREET, 16TH FLOORSAN FRANCISCO, CA, 94104, United States
CRD 158605
Filing source
Form ADV 869968 · Jan 26, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.