MERRITHEW & THORSTEN, INC.
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 133563
- Registered since
- May 24, 2021
- Website
- fee-only-planner.com
- Custodians
- ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI80.71%
- Individuals19.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Merrithew & Thorsten, Inc. is an independent, SEC‑registered registered investment adviser (registration in 2021) organized as a corporation and owned by an individual. The firm serves individual and family clients, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage‑of‑assets model alongside other fee types. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities75%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1BRANDON THORSTEN
CEOCRD 2731216
Contacts
1 of 1LESLIE MERRITHEW
Registered Investment AdvisorCRD 4889902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$57.8M in ETFs
100%
$57.7M
<1%
$116K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $25.9M | 43,295 | 44.79% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 9820 Willow Creek Rd
- Time zone
- PT (UTC-8)
- Office locations
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