Company Overview
- Headquarters
- 4040 Civic Center Drive, Suite 200, San Rafael CA
- Website
- meritasadvisors.com
- Phone
- (415) 690-8547
- Employees
- 3
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Meritas Advisors
Meritas Advisors is a registered investment advisor based in San Rafael, California. The firm employs 5 to 9 individuals and has generated an estimated revenue of $2.5 million. Meritas Advisors specializes in providing wealth management services to clients seeking stable real returns. They aim to achieve this by identifying investment opportunities across various market conditions. Their approach involves carefully selecting high-performing funds from diverse sectors and strategies, aiming to maximize returns while mitigating potential downturns. The firm emphasizes a proactive approach to portfolio management, regularly evaluating the performance and characteristics of the chosen funds. They actively replace funds that demonstrate declining performance, stylistic drift, or increased risk, ensuring the portfolio remains aligned with client goals. Meritas Advisors can be contacted through their website, meritasadvisors.com.
Company Leadership
Meritas Advisors Industry Tags
Companies Similar to Meritas Advisors
Analyze industry trends and opportunities by examining competitors and companies comparable to Meritas Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |