Merriman Holdings Company Description
Merriman Holdings, Inc., through its subsidiary, Merriman Capital, Inc., provides capital market advisory and research, corporate, and investment banking services primarily in the United States and Canada.
The company’s investment banking services include corporate financing services, such as initial public offerings, secondary offerings, and private placements services; and strategic advisory services comprise transaction-specific advice regarding mergers and acquisitions, divestitures, spin-offs, and privatizations, as well as general strategic advice.
It also offers institutional brokerage services, including institutional sales trading and equity execution, and options execution services to institutional clients.
In addition, the company executes securities transactions for money managers, mutual funds, hedge funds, insurance companies, and pension and profit-sharing plans; and provides integrated research and trading solutions, as well as capital markets advisory services.
It primarily serves institutional investors and corporate clients. The company was formerly known as Merriman Curhan Ford Group, Inc. and changed its name to Merriman Holdings, Inc. in August 2010.
Merriman Holdings, Inc. was founded in 1987 and is headquartered in San Francisco, California.

Country | United States |
Founded | 1987 |
Industry | Capital Markets |
Sector | Financials |
Employees | 27 |
Contact Details
Address: 250 Montgomery Street San Francisco, Delaware 94104 United States | |
Phone | 415-248-5600 |
Website | merrimanco.com |
Stock Details
Ticker Symbol | MERR |
Exchange | OTCMKTS |
Stock Type | Common Stock |
Fiscal Year | January - December |
Reporting Currency | USD |
ISIN Number | US5904192060 |
SIC Code | 6211 |
Key Executives
Name | Position |
---|---|
Thomas Muldowney | Senior Vice President of Investment Banking |