Wealth Management Firms

Merrill Lynch & Co. Inc.

Company Website

701 B St. Fl., 24
San Diego, CA 92101

Company Est.:

Year Est. in San Diego: 1922

Sourcebook Data

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Merrill Lynch & Co. Inc.

Assets managed in 2012 (figures in millions)

$10,060

Number of local portfolio managers or investment advisers

222

Services offered

Wealth management, advice and planning, estate planning services, retirement and benefit plan services, philanthropic management, asset management for individuals and institutions

Executives

Joseph Holsinger

  • Branch Manager (San Diego)