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- Custodian
- Altruist · Pershing · SSG
- Clients
- Retail
- Platforms
- FrontierPrime matrix +more
- Established Date
- 06-15-2012
- Office Locations
- 1
Office Locations
About Merrithew & Thorsten, Inc.
Merrithew & Thorsten, Inc. is a San Diego-based, fee-only fiduciary RIA that creates, implements, and proactively manages holistic financial plans, integrating retirement, investment, tax, estate, and insurance planning. The firm is paid via an annual retainer (no commissions or products sold) and typically implements portfolios using ETFs and mutual funds, with custody including Altruist and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LESLIE ROBERT MERRITHEW
Chief Financial Officer, Investment Advisor
- CRD
- #4889902
- Ownership
- 50% but less than 75%
BRANDON ERIC THORSTEN
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2731216
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,000,174 | $416,667 |
| Non-Discretionary | $0 | -- |
| Total | $155,000,174 | $416,667 |
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Separately Managed Accounts
Total SMA Asset: $155,000,174
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $623,209,455 | 30.1% |
| Public Funds | $356,119,689 | 17.2% |
| Cash | $1,091,134,163 | 52.7% |
| Total | $2,070,463,307 | 100.0% |