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Building 2MERCANTILE INVESTMENT ADVISORS

Map pinWICHITA FALLS, TX
Phone940-723-5565
NotebookSEC #801-77019
Total AUM
$146M
Employees
3
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
901 INDIANA AVE
SUITE 450
WICHITA FALLS
TX 76301
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
940-723-5565

ReceiptFinancials

Total AUM
$146M
Accounts
71
Discretionary
$146M
Accounts
71
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$32.9M
HNW Individual Clients
28
AUM
$109.3M
Charitable Organization Clients
1
AUM
$3.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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