MERRITHEW & THORSTEN, INC.
CRD #133563 SEC #801-121274 SAN DIEGO, CA 858-547-1845
SEC Registered
Total AUM
$145.7M
Discretionary
$145.7M
Employees
2
Clients
101
Accounts
398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $145.7M | $145.7M | $0 | 2 | 0 |
| Feb 2024 | $126.8M | $126.8M | $0 | 2 | 0 |
| Feb 2023 | $113.8M | $113.8M | $0 | 2 | 0 |
| Jun 2022 | $150M | $150M | $0 | 2 | 0 |
| Mar 2022 | $150M | $150M | $0 | 2 | 0 |
| Apr 2021 | $119M | $117.7M | $1.3M | 2 | 0 |
| Jun 2012 | $57M | $55M | $2M | 1 | 130 |
| Jun 2012 | $57M | $55M | $2M | 1 | 130 |
| May 2012 | $57M | $55M | $2M | 1 | 130 |
| Mar 2012 | $57M | $55M | $2M | 1 | 130 |
| Feb 2012 | $57M | $55M | $2M | 1 | 130 |
| Mar 2011 | $58M | $48M | $10M | 5 | -- |
| Jun 2010 | $58M | $48M | $10M | 5 | -- |
| Mar 2009 | $50M | $35M | $15M | 5 | -- |
| Jan 2008 | $40M | $20M | $20M | 5 | -- |
| Apr 2007 | $40M | $20M | $20M | 5 | -- |
| Apr 2007 | $40M | $20M | $20M | 5 | -- |
| Jan 2005 | $28M | $14M | $14M | 5 | -- |
DateJan 2025
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$119M
Discretionary$117.7M
Non-Disc.$1.3M
Employees2
Clients0
DateJun 2012
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees1
Clients130
DateJun 2012
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees1
Clients130
DateMay 2012
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees1
Clients130
DateMar 2012
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees1
Clients130
DateFeb 2012
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees1
Clients130
DateMar 2011
Total AUM$58M
Discretionary$48M
Non-Disc.$10M
Employees5
Clients--
DateJun 2010
Total AUM$58M
Discretionary$48M
Non-Disc.$10M
Employees5
Clients--
DateMar 2009
Total AUM$50M
Discretionary$35M
Non-Disc.$15M
Employees5
Clients--
DateJan 2008
Total AUM$40M
Discretionary$20M
Non-Disc.$20M
Employees5
Clients--
DateApr 2007
Total AUM$40M
Discretionary$20M
Non-Disc.$20M
Employees5
Clients--
DateApr 2007
Total AUM$40M
Discretionary$20M
Non-Disc.$20M
Employees5
Clients--
DateJan 2005
Total AUM$28M
Discretionary$14M
Non-Disc.$14M
Employees5
Clients--