Asset ManagerRIA · CRD 133563SEC-Registered

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Merrithew & Thorsten

MERRITHEW & THORSTEN, INC. is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2021. The firm manages approximately $155 million in...

Merrithew & Thorsten

MERRITHEW & THORSTEN, INC. is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2021. The firm manages approximately $155 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Is Merrithew & Thorsten a registered investment adviser?

No. A search of the SEC's Investment Adviser Public Disclosure database returns no registration for Merrithew & Thorsten, Inc. The firm does not appear in FINRA's BrokerCheck, nor in state-level securities registrations aggregated by NASAA. Without registration, it cannot legally offer investment advisory services to US clients unless it qualifies for an exemption — most commonly the private-adviser exemption for firms with fewer than 15 clients that do not hold themselves out to the public as investment advisers. Whether the firm relies on this exemption or operates outside the United States is not publicly known.

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