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Kimberly Anne Schuster

MERK INVESTMENTS LLC·PALO ALTO, California
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960 SAN ANTONIO ROAD, PALO ALTO, CA 94303-4921CRD# 2529207Firm CRD# 112305
01

About

Kimberly Anne Schuster is a registered financial advisor based in PALO ALTO, California, affiliated with MERK INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MERK INVESTMENTS LLC
MERK INVESTMENTS LLC
AUM
$1.1B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MERK INVESTMENTS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2529207
Firm CRD# 112305
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Anne Schuster offer?
Kimberly Anne Schuster specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in PALO ALTO, California for a consultation.
What are Kimberly Anne Schuster's credentials?
Kimberly Anne Schuster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Anne Schuster located?
Kimberly Anne Schuster is based in PALO ALTO, California, working with MERK INVESTMENTS LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Kimberly Anne Schuster charge for services?
Kimberly Anne Schuster's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERK INVESTMENTS LLC?
MERK INVESTMENTS LLC has approximately 7 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Curtis K Myers — RED ROCK VENTURE MANAGEMENT, INC.Laura Brege — RED ROCK VENTURE MANAGEMENT, INC.Peter Dumanian — RED ROCK VENTURE MANAGEMENT, INC.Laura Gwosden — RED ROCK VENTURE MANAGEMENT, INC.Robert J. Todd — RED ROCK VENTURE MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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