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Merriman Holdings MERR · USD

Financials · US listing · 🇺🇸 United States

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Close of 30 Oct 2026, in USD

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About Merriman Holdings

Its shares trade under the ticker MERR. It has been listed since 7 October 1998. In the fiscal year to 31 December 2014, it reported revenue before interest expense of $15.9m and a net loss of $1.6m. At that date it held total assets of $5.7m and shareholders' equity of −$101,650.

Merriman Holdings, Inc. engages in the provision of equity and options execution services and research for high growth companies. The company is headquartered in San Francisco, California. The Company, through its wholly owned operating subsidiary Merriman Capital, Inc. (MC), provides capital markets advisory and research, corporate and investment banking services. The firm has three operating segments: MC, Financial Entrepreneurial Platform (FEP) and Capital Market Advisory Services (CMAG). The firm's MC segment includes a range of services, such as capital raising and financial advisory services for corporate clients, and brokerage and equity research services for its institutional investor clients. The firm's FEP segment includes capital raising services through a network of independent investment bankers. The firm's CMAG segment includes capital market advisory services, such as assisting corporate issuers in listing on OTCQX, the OTC Market tier, along with other services that facilitate the access to institutional capital markets.

Figures and description from our data supplier, not checked against the company's own report.

Company facts

Sector
Financials
Industry
Capital Markets
Listed since
7 Oct 1998
Employees
32

Leadership

Pay as last reported

  • Mr. D. Jonathan MerrimanCo-Chairman of the Board, Chief Executive Officer, since 2000$351,000
  • Mr. Ronald ChezIndependent Co-Chairman of the Board, since 2009
  • Mr. Michael DoranGeneral Counsel and Corporate Secretary$215,000
  • Mr. Patrick O'BrienIndependent Director
  • Mr. Dennis SchmalIndependent Director

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
0
Environment
0
Social
0
Governance
0

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Merriman Holdings Inc possesses several strengths that contribute to its success in the market:

Weaknesses

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Opportunities

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Threats

  • Merriman Holdings Inc should be aware of the following threats that could impact its business:

Sources and methodology

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Chart on the Overview
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