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Merrithew & Thorsten, Inc.

● SEC registered since 2021CRD 133563SEC# 801-121274San Diego, CA
Export (members)
Reg. AUM
$155M
Employees
2
Accounts
372
Location
San Diego, CA

Merrithew & Thorsten, Inc. assets under management

Merrithew & Thorsten, Inc. is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2021. It reports $155 million in regulatory assets under management and employs 2 people.
www.fee-only-planner.comView on SEC.gov ↗

Merrithew & Thorsten, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brandon Eric Thorsten ControlCeo/Chief Compliance Officer50-75%2001
Leslie Robert Merrithew ControlCfo50-75%2001

Frequently asked questions

How much does Merrithew & Thorsten, Inc. manage?

Merrithew & Thorsten, Inc. reports $155 million in regulatory assets under management on its Form ADV.

How many employees does Merrithew & Thorsten, Inc. have?

Merrithew & Thorsten, Inc. reports 2 employees.

Where is Merrithew & Thorsten, Inc. located?

Merrithew & Thorsten, Inc. is based in San Diego, CA and has been SEC-registered since 2021.

Does Merrithew & Thorsten, Inc. disclose fund performance?

Merrithew & Thorsten, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9820 Willow Creek Road, Suite 200, San Diego, CA 92131
Phone858-547-1845
Fax858-547-4691
Office hours8:00 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155M
Non-discretionary$0
Total (RAUM)$155M