Overview
Assets Under Management: $182 million
Headquarters: UNIONTOWN, OH
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 706
Discretionary Accounts: 700
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 136583
Last Filing Date: 2025-02-27 00:00:00
Website: https://mercapgroup.com