Overview
Assets Under Management: $227 million
Headquarters: LITTLE SILVER, NJ
High-Net-Worth Clients: 313
Average Client Assets: $0.6 million
Frequently Asked Questions
MERCER CAPITAL ADVISERS, INC. 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 #108279), MERCER CAPITAL ADVISERS, INC. is subject to fiduciary duty under federal law.
MERCER CAPITAL ADVISERS, INC. is headquartered in LITTLE SILVER, NJ.
MERCER CAPITAL ADVISERS, INC. serves 313 high-net-worth clients according to their SEC filing dated July 31, 2018. View client details ↓
According to their SEC Form ADV, MERCER CAPITAL ADVISERS, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MERCER CAPITAL ADVISERS, INC. manages $227 million in client assets according to their SEC filing dated July 31, 2018.
According to their SEC Form ADV, MERCER CAPITAL ADVISERS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 313
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.08%
Average Client Assets: $0.6 million
Total Client Accounts: 352
Discretionary Accounts: 344
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 108279
Filing ID: 1232332
Last Filing Date: 2018-07-31 14:53:00