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Building 2MERCURIO WEALTH ADVISORS

Map pinLOUISVILLE, KY
Phone(502) 253-9366
NotebookSEC #801-121883
Total AUM
$141.1M
Employees
11
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9100 SHELBYVILLE RD.
SUITE 150
LOUISVILLE
KY 40222
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(502) 253-9366

ReceiptFinancials

Total AUM
$141.1M
Accounts
957
Discretionary
$141.1M
Accounts
957
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
431
AUM
$113.5M
HNW Individual Clients
15
AUM
$27.1M
Pension/Profit Sharing Plan Clients
14
AUM
$531.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYNETX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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