About Nathan M. Mersereau of PLANNING

Nathan M. Mersereau is President & Treasurer at Planning Alternatives Ltd and has been affiliated with Planning Alternatives Ltd since May-2013.

Planning Alternatives Ltd is an investment advisor that manages 1 BN dollars in regulatory AUM and has 18 employees, of which 12 perform investment advisory functions. The managers's latest filing has disclosed 467MM in positions, which represents 46% of the manager's regulatory AUM.

For more on Planning Alternatives Ltd including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

PLANNING StockAlpha

-0.1%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.1%/yr

Co-workers of Nathan M. Mersereau at PLANNING

Name Title In Position Since
Edwin B. Shaw Secretary May-2013
Daniel E. Cook Chief Compliance Officer January-2012
Edwin B. Shaw Vice President October-2013
Marilyn C. Dimitroff Vice President October-2013

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding
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Nathan M. Mersereau Office Address

36800 WOODWARD AVE.
SUITE 200
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304-0936

Nathan M. Mersereau Contact Information

Phone Number: 248-645-1520
Fax Number: 248-645-2661
Website:

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