Merrithew & Thorensten, Inc. (San Diego)

Name: Merrithew & Thorensten, Inc.
Address: 9820 Willow Creek Road, San Diego, CA, 92131
Telephone: 858-547-1845

Merrithew & Thorensten, Inc. is a large advisory firm based in San Diego. It manages $40 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Merrithew & Thorensten provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Merrithew & Thorensten: assets under management

The assets under management (AUM) of Merrithew & Thorensten, Inc. is $40 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20 million in discretionary accounts and $20 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $333.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Merrithew & Thorensten, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Merrithew & Thorensten, Inc. performs its advisory services is located at 9820 Willow Creek Road, San Diego, CA 92131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-547-1845 or by fax 858-547-4691. The normal business hours are 8:00 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at fee-only-planner.com.

Merrithew & Thorensten, Inc. (San Diego)

Merrithew & Thorensten: assets under management

Fees & Commissions

Based in San Diego

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