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FIRM PROFILE
Overview
MERAKI GLOBAL ADVISORS LLC is located at 1389 Center Drive, Suite 170, Park City, UT 84098 and was first established at Denver, Utah in 04/19/2018. After operating for 7 years, MERAKI GLOBAL ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MERAKI GLOBAL ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. MERAKI GLOBAL ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MERAKI GLOBAL ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MERAKI GLOBAL ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MERAKI GLOBAL ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for MERAKI GLOBAL ADVISORS LLC Comes From
Understanding the Statistics for MERAKI GLOBAL ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1389 Center Drive, Suite 170, Park City, UT 84098
Po Box 982601, Park City, UT 84098
Small
(435) 214-0772
Utah since 04/19/2018
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| SVMP HOLDINGS LLC | DIRECT OWNER | ||
| PEKE HOLDINGS LLC | DIRECT OWNER | ||
| ARNOLD, BENJAMIN RICHARD | FOUNDER & MANAGING PARTNER | 4997870 | |
| CARTER, ANA R | FINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 4424794 | |
| KIM, CHRISTINA CAROLINE | EXECUTIVE ASSISTANT TO FOUNDER & MANAGING PARTNER | 7891414 | |
| KURTIS, SCOTT ROBERT | CHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER | 4437685 |
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Advisor's working at MERAKI GLOBAL ADVISORS LLC
Thomas Joseph Oleary
David Craig Laub JR
Benjamin Richard Arnold
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