Merriman Capital Management Revenue and Competitors

Seattle, WA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Merriman Capital Management's estimated annual revenue is currently $16.6M per year.(i)
  • Merriman Capital Management's estimated revenue per employee is $210,000

Employee Data

  • Merriman Capital Management has 79 Employees.(i)
  • Merriman Capital Management grew their employee count by 3% last year.

Merriman Capital Management's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Chief Operating Officer/Chief Investment OfficerReveal Email/Phone
3
Director Alternative InvestmentsReveal Email/Phone
4
Director Advisory ServicesReveal Email/Phone
5
Director OperationsReveal Email/Phone
6
Director Client ServicesReveal Email/Phone
7
Director Wealth ManagementReveal Email/Phone
8
Chief Operating Officer & Chief Investment OfficerReveal Email/Phone
9
Project ManagerReveal Email/Phone
10
Portfolio ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-24%N/AN/A
#2
$65M2884%$20.3MN/A
#3
$13.6M72-12%N/AN/A
#4
$6786.8M226004%$1.1BN/A
#5
$24.8M1184%N/AN/A
#6
$19.7M949%N/AN/A
#7
$5.9M353%N/AN/A
#8
$115.6M7913%N/AN/A
#9
$5.2M313%N/AN/A
#10
$11.7M6235%N/AN/A
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What Is Merriman Capital Management?

We are a small, well-established investment firm that's growing fast. We need the right people to grow with us, both personally and professionally. Merriman Capital Management was founded in Seattle in 1983. Today we serve more than 2,000 households throughout the United States, with approximately $1 billion under management and a staff of more than 40 people. Our legacy as a firm is investment management. In February 2006 we merged with a Seattle accounting firm, giving us new ways to meet the needs of our investment clients and our accounting clients. This merger has opened up new career opportunities and career paths for people who want to look beyond traditional barriers as we find better ways to serve clients. Our mission is simple: We educate investors in multiple formats, including internet, radio, print, audio, video and live workshops. We provide personalized advice to serious investors without charge or obligation. We offer investment management services and accounting services to businesses and individuals. We do all this on a fee-only basis to avoid the conflicts of interest that are inevitable when commissions are involved. Three commitments permeate our company: 1. We are committed to helping all investors, whether or not they are clients. We provide timeless, in-depth educational materials in a variety of ways. We offer individual financial reviews and recommendations for investors whether or not they choose to become our clients. This is rare in the financial services industry. 2. Our business is centered around doing the right thing for our clients as we help them identify and achieve their financial goals. Our investment strategies are based on leading financial tools and research, including the work of our in-house research staff. We deliver impeccable service to clients without regard to the size of their accounts. We measure our success by our client turnover, which is very low. 3. We treat our employees as invaluable team members who are absolutely essential to our company and our clients. Are you what we are looking for? Do you regard high ethical standards as normal instead of extraordinary? Do you want to continue growing personally and professionally? Are you committed to working hard and still living a balanced life? Can you thrive as part of our team? Are you willing and able to be counted on by others? Can you set aside the need to have personal credit for everything you do? Do you enjoy supporting and working with other people? If so, Merriman Capital Management might be the right place for you. What we offer: We reward our employees with competitive pay and generous benefits. Our work environment is cooperative, open, fun, safe and nurturing. Washington CEO magazine named us "One of the best companies to work for" in 2006! The ultimate test of our success in this regard is our employee turnover. It's very low. Our goal is having a workplace so good that our team members want to work here until they are ready to retire.

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Total Funding

79

Number of Employees

$16.6M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Merriman Capital Management News

2022-04-13 - Greater Akron real estate sales: Here's what homes sold for week of Jan. 24

73 Merriman Rd, Qilin Group LLC to Beani Bazar Investments Inc, $40,000 ... 724 Kenmore Blvd, Eros 74 Investments LLC to CNB Real Estate...

2022-04-06 - Elkstone announces €100m fund for high potential Irish start-ups

The fund plans to make investments in the €1-€2 million range in a number ... existing client base, while management, including Mr Merriman,...

2022-04-06 - Oregon Public Employees Retirement Fund Sells 613 Shares ...

Other institutional investors and hedge funds have also modified their holdings of the company. Merriman Wealth Management LLC purchased a new...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$17.9M794%$16.1M
#2
$115.6M7913%N/A
#3
$11.1M79-7%$19.1M
#4
$10.3M7923%N/A
#5
$19.8M797%N/A