Overview
Assets Under Management: $243 million
Headquarters: HAMILTON, NJ
High-Net-Worth Clients: 43
Average Client Assets: $4.3 million
Frequently Asked Questions
MERCADIEN ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121546), MERCADIEN ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MERCADIEN ASSET MANAGEMENT, LLC is headquartered in HAMILTON, NJ.
MERCADIEN ASSET MANAGEMENT, LLC serves 43 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, MERCADIEN ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
MERCADIEN ASSET MANAGEMENT, LLC manages $243 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, MERCADIEN ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.95%
Average Client Assets: $4.3 million
Total Client Accounts: 570
Discretionary Accounts: 570
Regulatory Filings
CRD Number: 121546
Filing ID: 1843085
Last Filing Date: 2024-03-12 14:41:00