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Alexander Gabriel Merk

Merk Investments LLC

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About Alexander Gabriel Merk

Alexander Merk is an investment advisor representative who has been registered with the Securities and Exchange Commission (SEC) since 2001. He has held a Series 65 license since February 2001 and a Series 3 and 6 license since June 2005. Alexander has also held a Series 63 license since June 2005. He is currently registered with Merk Investments LLC, located in Palo Alto, California. Alexander has been with Merk Investments LLC since 2001. Previously, he was employed by Foreside Fund Services, LLC, in Mountain View, California. Alexander's investment advisory services focus on portfolio management for investment companies and pooled investment vehicles. Alexander's firm manages over $1 billion in assets.

Firm Information

Alexander Merk is currently registered with Merk Investments LLC. Merk Investments LLC is an investment adviser based in Menlo Park, California. The firm provides portfolio management services for investment companies and pooled investment vehicles. They have $1,114,080,628 in regulatory assets under management, with $339,649,030 discretionary and $774,431,598 non-discretionary.
Merk Investments LLC

1150 CHESTNUT ST.

MENLO PARK, CA 94025

$1.11B

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Merk’s Registration & Firm History

CA

10/31/2001 - Present

Merk Investments LLC (PALO ALTO CA)

CA

06/07/2005 - 12/31/2010

FORESIDE FUND SERVICES, LLC (MOUNTAIN VIEW CA)

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Licenses & Designations

BC

Issued 06/06/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/27/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2016

Series 3 - National Commodity Futures Examination

BC

Issued 06/06/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Gabriel Merk.
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