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CRD#: 334898
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for MERLIN'S PRIEST Comes From
Understanding the Statistics for MERLIN'S PRIEST and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
5411 Dr. Mlk Jr. Blvd, Anderson, IN 46013
Mailing Address
725 Forest Dr, Anderson, IN 46011
Firm Size
Small
Phone Number
(765) 606-5899
Established
Indiana since 08/29/2014
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at MERLIN'S PRIEST
MP
Migual Damien Patterson
RR
CRD#: 5126220
Location:
Anderson, IN 46013
Company:
MERLIN'S PRIEST
Disclosures:
Experience:
19 years
JU
John Christopher Upshaw
RR
CRD#: 5511420
Location:
Anderson, IN 46013
Company:
MERLIN'S PRIEST
Disclosures:
Experience:
7 years
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