Overview
Assets Under Management: $123 million
Headquarters: LOUISVILLE, KY
Frequently Asked Questions
MERCURIO & ASSOCIATES 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 #283632), MERCURIO & ASSOCIATES INC. is subject to fiduciary duty under federal law.
MERCURIO & ASSOCIATES INC. is headquartered in LOUISVILLE, KY.
According to their SEC Form ADV, MERCURIO & ASSOCIATES INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MERCURIO & ASSOCIATES INC. manages $123 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, MERCURIO & ASSOCIATES INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Total Client Accounts: 942
Discretionary Accounts: 894
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 283632
Filing ID: 1958770
Last Filing Date: 2025-03-21 18:45:00
Website: https://mercurioadvisors.com