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MERINO INCORPORATED

Advisory

GLENVIEW, IL

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in IL

#1,217

of 1,719 advisers by AUM

Average account

$118K

across 399 accounts

AUM per adviser

$24M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients88

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, IL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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