Merrell Brothers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 165148
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI64.58%
- Individuals35.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Merrell Brothers, LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families, along with small businesses and institutional clients on a limited basis. The firm provides financial planning and portfolio management services and charges clients primarily as a percentage of assets under management, with hourly billing available for some work. It does not position itself as an ESG-focused adviser, is not a multi-state adviser per the snapshot, and does not identify as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Ryan Merrell
Vice PresidentCRD 6115812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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