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Building 2MERCADIEN ASSET MANAGEMENT, LLC

Map pinHAMILTON, NJ
Phone609-689-9700
NotebookSEC #801-61651
Total AUM
$243M
Employees
5
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3625 QUAKERBRIDGE ROAD
HAMILTON
NJ 08619
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
609-689-9700

ReceiptFinancials

Total AUM
$243M
Accounts
570
Discretionary
$243M
Accounts
570
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$56M
HNW Individual Clients
43
AUM
$187M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLNCNHNJNYPASC

HandshakeAffiliates

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

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