Overview
Assets Under Management: $123 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 3
Average Client Assets: $41 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.49
Average High-Net-Worth Client Assets: $41 million
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