Best-in-State · rank 9 · Anchorage, Alaska · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Merrill Wealth Management” — forbes_shook
- Parent company — Bank of America (medium)
- “Merrill Wealth Management” — forbes_shook
- Firm type — wirehouse (high)
- “Merrill Wealth Management” — forbes_shook
- Team name — gap: not_found_after_search
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- CRD — gap: not_public
Book of business
- Team AUM ($M) — 356 (high)
- “Team Assets (Custodied): $356M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 3.375 (medium)
- “Typical Net Worth of Relationships: $750K-6M” — forbes_shook
Positioning & marketing
- Website url — gap: not_found_after_search
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