Allocator Index · CRD 297942
MERKLE RETIREMENT PLANNING
Grimes, IA · 515-278-4110 · google.com/podcasts?feed=ahr0chm6ly9hbmnob3iuzm0vcy9kndnhzwvjl3bvzgnhc3qvcnnz
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.