Merrill Lynch Wealth Management

GPTKB entity

Properties (58)
Predicate Object
gptkbp:instanceOf gptkb:Financial_Services_Company
gptkbp:acquisition gptkb:Smith_Barney
gptkb:U.S._Trust
2009
gptkbp:brand Merrill
gptkbp:CEO gptkb:Andy_Sieg
gptkbp:customerBase Businesses
Governments
Individuals and Families
Nonprofits
gptkbp:employees Approximately 20,000
gptkbp:financials Exchange-Traded Funds
Mutual Funds
Bonds
Stocks
Alternative Investments
Approximately 15,000
gptkbp:focusArea Estate Planning
Investment Research
Investment Strategy
Risk Management
Trust Services
Asset Allocation
Insurance Solutions
Investment Advisory
Retirement Solutions
Technology Solutions
Client Relationship Management
Market Insights
Tax Optimization
Credit and Lending Solutions
Wealth Structuring
Financial_Education
Portfolio_Management
Financial_Planning_Services
Digital_Wealth_Management
Philanthropic_Solutions
Compliance_and_Regulatory_Services
gptkbp:founded 1882
gptkbp:funding $2.4 trillion (2021)
gptkbp:globalPresence Yes
gptkbp:headCoach gptkb:Andy_Sieg
gptkbp:headquarters gptkb:New_York_City
https://www.w3.org/2000/01/rdf-schema#label Merrill Lynch Wealth Management
gptkbp:operatingHours $4.5 billion (2020)
gptkbp:parentCompany gptkb:Bank_of_America
1904
gptkbp:partOf gptkb:Bank_of_America_Corporation
gptkbp:products Institutional Investors
Corporations
Retail Investors
gptkbp:revenue $18.5 billion (2020)
gptkbp:services Financial Planning
Investment Management
Retirement Planning
Wealth_Management
gptkbp:targetMarket High Net Worth Individuals
gptkbp:website www.ml.com