Merriman Berkman Next, Inc is a large advisory firm based in Seattle. It manages $1.08 billion of regulatory assets for 5,450 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 37 other states.
Merriman Berkman Next provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Merriman Berkman Next, Inc is $1.08 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Merriman Berkman Next, Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas C Cock joined the executive team most recently as the Financial Educator.
The principal office where Merriman Berkman Next, Inc performs its advisory services is located at 800 Fifth Avenue, Suite 2900, Seattle, WA 98104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-285-8877 or by fax 206-286-2079. The normal business hours are 7 a.m. - 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.merrimancapital.com.