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 571MM in positions, which represents 57% 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 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 571MM in positions, which represents 57% 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
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
Nathan M. Mersereau Office Address
36800 WOODWARD AVE.
SUITE 200
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304-0936
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: http://www.planningalt.com
Fax Number: 248-645-2661
Website: http://www.planningalt.com
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