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Building 2MERCURY ADVISORY, LLC

Map pinSAN FRANCISCO, CA
Phone415-878-1068
NotebookSEC #801-118869
Total AUM
$17.9B
Employees
7
Clients
10,487

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 BUSH STREET
SUITE 1900
SAN FRANCISCO
CA 94104
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-878-1068

ReceiptFinancials

Total AUM
$17.9B
Accounts
10,487
Discretionary
$0
Accounts
0
Non-Discretionary
$17.9B
Accounts
10,487

ContactClients

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Individual Clients
955
AUM
$23.2M
Corporation or Business Clients
9,532
AUM
$17.9B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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