Merrithew & Thorsten, Inc.

Overview

Merrithew & Thorsten, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by individuals. The firm focuses on individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The adviser does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant; it does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives