Mercury Advisory, LLC

Overview

Mercury Advisory, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and registered in 2020. The firm serves both individual and family clients as well as institutional clients, offering portfolio management services for individuals, small businesses, and for businesses or institutions. It charges fees based on a percentage of assets under management and is not structured as a capital allocator to external managers. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser. Industry affiliation records list a broker-dealer relationship.

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Public Holdings

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Location & Offices