MERCATO SAVORY MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
336251
Registered since
May 15, 2025

Firm profile

FINTRX

Overview

Mercato Savory Management, LLC is a limited liability company that operates in the financial advisory sector. The firm is primarily focused on managing private funds, with a notable emphasis on venture capital investments. While it does not actively engage in ESG investing, it maintains affiliations with other investment advisers and sponsors, as well as managing pooled investment vehicles. The firm's classification remains unclassified, indicating a flexible approach to its investment strategy and client services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Andrew Smith

    Managing Partner & Co-FounderCRD 7962578

  • GREGORY WARNOCK

    Co-FounderCRD 6050312

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
1557 W Innovation Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth