78
49
Growth Score
-8 pts
Heat Score
-6 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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802511
A fee-only investment advisory firm with a strong focus on excellent service, smart investing and long-term goals.
- Jeremy Burger: CEO
Andrew Bloom: Portfolio Manager and Wealth AdvisorPast Role: Summit Capital, Investment Strategy Director
About the Company
Merriman joined Focus Financial Partners, the leading partnership of independent wealth management companies in the nation. This partnership gives us access to the best practices and insights from other Focus partners, who are committed to putting clients’ interests first.
