MERRIMAN WEALTH Overview

Merriman Wealth Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 40 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/13 to 09/30/16. The fund's latest filing disclosed 486MM in positions, representing 31% of the manager's regulatory AUM.

MERRIMAN WEALTH StockAlpha

-2.7%
Top 25%
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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

MERRIMAN WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 10.44% Tech 8.31% 0.65% 0 36%
AMGN 5.51% Health -13.42% -0.44% 0 24%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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MERRIMAN WEALTH Founders and Key Employees

Name Title In Position Since
Colleen J. Lindstrom Ceo October-2010
David S. Spratt Coo/Cco September-2012

MERRIMAN WEALTH Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

MERRIMAN WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss..............7
MarketWise............................................................................................................8
TrendWise.............................................................................................................11
Leveraged Global Opportunity Fund, L.P.......................................................14
Item 9 – ...
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MERRIMAN WEALTH Portfolio Concentration

MERRIMAN WEALTH Location

800 FIFTH AVENUE SUITE 2900
SEATTLE, Washington
UNITED STATES, 98104

MERRIMAN WEALTH Contact Information

Phone Number: 206-285-8877
Fax Number: 206-286-2079
Website:

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