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Building 2MERCURY INVESTMENT GROUP

Map pinMEMPHIS, TN
Phone901-327-2788
NotebookSEC #801-121636
Total AUM
$252.6M
Employees
3
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 S. MAIN ST.
SUITE 1720
MEMPHIS
TN 38103-5502
United States
Operating Hours
9:30 A.M. - 5 P.M.
Monday - Friday
Phone
901-327-2788

ReceiptFinancials

Total AUM
$252.6M
Accounts
131
Discretionary
$252.6M
Accounts
131
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$15M
HNW Individual Clients
62
AUM
$213.7M
Pooled Vehicle Clients
6
AUM
$15.5M
Charitable Organization Clients
1
AUM
$8.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

HandshakeAffiliates

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

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