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MERK INVESTMENTS LLC
MERK INVESTMENTS LLC
MENLO PARK, California
·
6 registered advisors
·
CRD# 112305
SEC# 801-60616
0
650-323-4341
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at MERK INVESTMENTS LLC
6 registered advisors
Alexander Gabriel Merk
MENLO PARK, California
CRD# 4458331
Daniel Philipp Lucas
MENLO PARK, California
CRD# 7529721
Hanna Maria Tikkanen Merk
MENLO PARK, California
CRD# 5652272
Kimberly Anne Schuster
PALO ALTO, California
CRD# 2529207
Laura Kathleen Garner
MENLO PARK, California
CRD# 6491963
Robert Alan Hills
SAN FRANCISCO, California
CRD# 2389726
05
Office Locations
MENLO PARK, California
4 advisors
PALO ALTO, California
1 advisor
SAN FRANCISCO, California
1 advisor
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Data sourced from SEC Form ADV filings. MERK INVESTMENTS LLC (CRD# 112305) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.