Allocator Index · CRD 297942

MERKLE RETIREMENT PLANNING

Grimes, IA · 515-278-4110 · google.com/podcasts?feed=ahr0chm6ly9hbmnob3iuzm0vcy9kndnhzwvjl3bvzgnhc3qvcnnz

SEC IAPD record ↗

Fit score

50

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

287

Other individuals

728

HNW assets

$199.9M

Total AUM

$568.8M

Employees

30

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.