Merriman Berkman Next, Inc (Seattle)

Name: Merriman Berkman Next, Inc
Address: 800 Fifth Avenue, Suite 2900, Seattle, WA, 98104
Telephone: 206-285-8877

Merriman Berkman Next, Inc is a large advisory firm based in Seattle. It manages $1.08 billion of regulatory assets for 5,450 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 37 other states.

Merriman Berkman Next provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Merriman Berkman Next: assets under management

The assets under management (AUM) of Merriman Berkman Next, Inc is $1.08 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.08 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $197.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Merriman Berkman Next, Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Merriman Berkman Next, Inc

Thomas C Cock joined the executive team most recently as the Financial Educator.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Alan Merriman	Founder and president	1 May 1983	Other	1439038
Jeffrey Alan Merriman Cohen	Chief executive officer	1 Jan 1993	25% - 50%	1917016
Julie Merriman	N/a	1 Jan 1993	Other	4907554
Richard Buck	Director of publications	1 Apr 1997	Other	4920775
Tilley Dennis	Director of research	1 Nov 1999	Other	4462532
Cheryl Ann Curran	Adviser representative	1 Feb 2006	Other	1964061
Marina Lefelman	Shareholder	1 Feb 2006	Other	4622069
Thomas C Cock	Director of education services	1 Feb 2006	Other	4345448
Gregory Bruce Berkman	Chief operating officer	1 Feb 2006	Other	4464148
Colleen Joy Lindstrom	Chief financial officer/chief compliance officer	1 Feb 2006	Other	4464152
David Steven Spratt	Director of operations, chief compliance officer	1 Sep 2006	Other	2275360
Thomas C Cock	Vice president, director of education services	1 Sep 2006	Other	4345448
Gregory Bruce Berkman	Chief opperating officer	1 Sep 2006	Other	4464148
Colleen Joy Lindstrom	Chief financial officer	1 Sep 2006	Other	4464152
Thomas C Cock	Financial educator	1 Nov 2007	Other	4345448

Based in Seattle

The principal office where Merriman Berkman Next, Inc performs its advisory services is located at 800 Fifth Avenue, Suite 2900, Seattle, WA 98104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-285-8877 or by fax 206-286-2079. The normal business hours are 7 a.m. - 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.merrimancapital.com.