Mercer Allied Company, L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
45
Avg account
$0

Firm details

Headquarters
Cohoes, New York
CRD number
37404
Registered since
November 15, 1994

Firm profile

FINTRX

Overview

Mercer Allied Company, L.P. is organized as a partnership with ownership identified as a mix of a domestic entity and an individual. Public disclosures for the firm are minimal: it is categorized as "Unclassified" and the available attributes flag that it does not act as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The firm has not provided information about its advisory activities, client segments, fee schedules, or broader business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cohoes, NY

Albany

Location

Cohoes, NY

Headquartered in Cohoes, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Albany
Address
100 Coliseum Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth