RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 22, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFOD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFO/ CHIEF COMPLIANCE OFFICERD Control
MERRITHEW, LESLIE, ROBERTICFOD Control
MERRITHEW, LESLIE, ROBERTICFOD Control
MERRITHEW, LESLIE, ROBERTICFOD Control
MERRITHEW, LESLIE, ROBERTICFOD Control
MERRITHEW, LESLIE, ROBERTICFOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEOD Control
THORSTEN, BRANDON, ERICICEO/CHIEF COMPLIANCE OFFICERD Control
THORSTEN, BRANDON, ERICICEO/CHIEF COMPLIANCE OFFICERD Control
THORSTEN, BRANDON, ERICICEO/CHIEF COMPLIANCE OFFICERD Control
THORSTEN, BRANDON, ERICICEO/CHIEF COMPLIANCE OFFICERD Control
THORSTEN, BRANDON, ERICICEO/CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Jan 22, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

9820 WILLOW CREEK ROAD
SUITE 200
SAN DIEGO, CA 92131
United States
Phone: 858-547-1845