Merrithew & Thorsten, Inc
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Overview
Merrithew & Thorsten, Inc is a financial advisor company that has its headquarters in San Diego, California. It oversees $113.8 million in assets under management over 382 client accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The company has a small group, including 2 financial advisors. Merrithew & Thorsten, Inc does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets like options, bonds and equities.
Merrithew & Thorsten, Inc oversees all of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments without needing client permission. The advisory firm's average account size is $297,806. An average financial advisor at Merrithew & Thorsten, Inc manages around 191 client accounts.
The firm's headquarters is located at 9820 Willow Creek Road, San Diego, California 92131. The company is legally permitted to provide services to investors throughout a few states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Merrithew & Thorsten, Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$113.8 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
382
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$297.8 thousand
Products and Services
Merrithew & Thorsten, Inc provides a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses and other services. In the past financial year, the company provided financial planning services to 101-250 of its clients. The firm does sell products or offer services different than investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically vary depending on which service is provided. Fees billed by Merrithew & Thorsten, Inc most likely consist of some blend of the following fee types: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Merrithew & Thorsten, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 382 customers, Merrithew & Thorsten, Inc's biggest client type by number of accounts is retail investors, though it also manages money for 41 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 32.03%
- Other Individuals - 67.97%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Merrithew & Thorsten, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Merrithew & Thorsten, Inc
San Diego, CA
San Diego, CA
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