Merus Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

814 State St Ste 38, Santa Barbara, Cali...

Phone Number

(805) 965-0509

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Merus Advisors

Merus Advisors is a Registered Investment Advisory Firm that provides customized investment solutions aimed at achieving consistent performance through low volatility strategies. The firm focuses on simplifying wealth management complexities for clients, particularly those who are not part of the extraordinarily wealthy demographic. With a commitment to integrity and client-centric service, Merus Advisors seeks to sustain and build client wealth. Their services are designed for investors looking for prudent investment guidance and tailored financial strategies.Explore more
Popular SearchesMerus Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Merus Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Merus Advisors

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2020
<$5M
1-10
Private
-
2009
RL
Rebecca LunaManager, Office Client Services
<$5M
1-10
Private
-
2009
BS
Brandt SakakeenyFounder & Managing Partner & Co-Chief Investment Officer
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Merus Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Merus Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Merus Advisors.

Merus Advisors Tech Stack

A closer look at the technologies used by Merus Advisors

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Frequently Asked Questions Regarding Merus Advisors

What is Merus Advisors's official website?
Merus Advisors's official website is www.merusadvisors.com
What is Merus Advisors's Revenue?
Merus Advisors's revenue is <$5 Million
What is Merus Advisors's SIC code?
Merus Advisors's SIC: 62,628
What is Merus Advisors's NAICS code?
Merus Advisors's NAICS: 52,523
How many employees does Merus Advisors have?
Merus Advisors has 1-10 employees
What industry does Merus Advisors belong to?
Merus Advisors is in the industry of: Finance, Securities Trading
What is Merus Advisors competition?
Merus Advisors top competitors include: Defiant Capital Group, Woodmont Investment Counsel, CoastEdge Partners, Montecito Capital Management Group
What technology does Merus Advisors use?
Some of the popular technologies that Merus Advisors uses are: Squarespace Online Stores, Bitly, Barracuda Networks, Adobe Typekit
How do I contact Merus Advisors?
Merus Advisors contact info: Phone number: (805) 965-0509 Website: www.merusadvisors.com
What does Merus Advisors do?

Merus Advisors is a Registered Investment Advisory Firm that provides customized investment solutions aimed at achieving consistent performance through low volatility strategies. The firm focuses on simplifying wealth management complexities for clients, particularly those who are not part of the extraordinarily wealthy demographic. With a commitme... nt to integrity and client-centric service, Merus Advisors seeks to sustain and build client wealth. Their services are designed for investors looking for prudent investment guidance and tailored financial strategies.Read More

Is Merus Advisors a public company?
Merus Advisors is private company therefore does not currently have an official ticker symbol
See more information about Merus Advisors

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